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JGSMX vs VSGAX
JGSMX vs VSGAX Comparison
Open Charts JGSMX vs VSGAX
JPMorgan Small Cap Growth R6
Price$23.74
Change-$0.19 (-0.79%)
VolumeN/A
Net Assets2.48B
Vanguard Small Cap Growth Index Admiral
Price$110.56
Change+$3.67 (+3.43%)
VolumeN/A
Net Assets39.31B
JGSMX vs VSGAX Comparison Chart in %
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JGSMX vs. VSGAX commentary
Feb 04, 2026
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 StrongBuy and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.3B vs. JGSMX (2.48B). VSGAX pays higher dividends than JGSMX: VSGAX (0.52) vs JGSMX (0.31). 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 : 8.93 vs. JGSMX (2.19). VSGAX return over 5 years is better than : 9.44 vs. JGSMX (-27.38).
| 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 | 5.605 | 4.184 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 39.3B | 6% |
| Annual Yield % from dividends | 0.31 | 0.52 | 59% |
| Returns for 1 year | 2.19 | 8.93 | 25% |
| Returns for 3 years | 21.18 | 37.28 | 57% |
| Returns for 5 years | -27.38 | 9.44 | -290% |
| Returns for 10 years | 127.39 | 205.83 | 62% |
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