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JGSMX vs VSGAX
JGSMX vs VSGAX Comparison
Open Charts JGSMX vs VSGAX
JPMorgan Small Cap Growth R6
Price$23.07
Change-$0.15 (-0.65%)
VolumeN/A
Net Assets2.78B
Vanguard Small Cap Growth Index Admiral
Price$108.54
Change-$0.45 (-0.41%)
VolumeN/A
Net Assets39.73B
JGSMX vs VSGAX Comparison Chart in %
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JGSMX vs. VSGAX commentary
Dec 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JGSMX is a Buy and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.7B vs. JGSMX (2.78B). JGSMX pays higher dividends than VSGAX: JGSMX (0.80) vs VSGAX (0.54). JGSMX was incepted earlier than VSGAX: JGSMX (15 years) vs VSGAX (14 years). JGSMX (0.75) is less costly to investors than VSGAX (0.07). JGSMX is a more actively managed with annual turnover of: 48.00 vs. VSGAX (21.00). VSGAX has a lower initial minimum investment than JGSMX: VSGAX (3000) vs JGSMX (15000000). VSGAX annual gain was more profitable for investors over the last year : 7.55 vs. JGSMX (1.10). VSGAX return over 5 years is better than : 14.42 vs. JGSMX (-26.56).
| JGSMX | VSGAX | JGSMX / VSGAX | |
| Total Expense Ratio | 0.74 | 0.07 | 1,057% |
| Annual Report Gross Expense Ratio | 0.75 | 0.07 | 1,071% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 3.360 | 10.377 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 39.7B | 7% |
| Annual Yield % from dividends | 0.80 | 0.54 | 148% |
| Returns for 1 year | 1.10 | 7.55 | 15% |
| Returns for 3 years | 36.50 | 56.66 | 64% |
| Returns for 5 years | -26.56 | 14.42 | -184% |
| Returns for 10 years | 72.73 | 155.38 | 47% |
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