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JGSMX vs VSGAX
JGSMX vs VSGAX Comparison
Open Charts JGSMX vs VSGAX
JPMorgan Small Cap Growth R6
Price$20.88
Change-$0.39 (-1.83%)
VolumeN/A
Net Assets3.14B
Vanguard Small Cap Growth Index Admiral
Price$93.96
Change-$1.57 (-1.64%)
VolumeN/A
Net Assets34.95B
JGSMX vs VSGAX Comparison Chart
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JGSMX vs. VSGAX commentary
Jun 16, 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 Hold and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. JGSMX (3.14B). JGSMX pays higher dividends than VSGAX: JGSMX (0.96) vs VSGAX (0.57). 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: 43.00 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 : 7.16 vs. JGSMX (-0.46). VSGAX return over 5 years is better than : 40.57 vs. JGSMX (1.49).
| 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 | -6.452 | -4.503 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 35B | 9% |
| Annual Yield % from dividends | 0.96 | 0.57 | 169% |
| Returns for 1 year | -0.46 | 7.16 | -6% |
| Returns for 3 years | 25.60 | 38.65 | 66% |
| Returns for 5 years | 1.49 | 40.57 | 4% |
| Returns for 10 years | 31.47 | 101.45 | 31% |
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