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JGSMX vs VSGIX
JGSMX vs VSGIX Comparison
Open Charts JGSMX vs VSGIX
JPMorgan Small Cap Growth R6
Price$23.95
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets2.88B
Vanguard Small Cap Growth Index I
Price$85.51
Change+$0.83 (+0.98%)
VolumeN/A
Net Assets39.74B
JGSMX vs VSGIX Comparison Chart in %
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JGSMX vs. VSGIX commentary
Dec 04, 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 StrongBuy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. JGSMX (2.88B). JGSMX pays higher dividends than VSGIX: JGSMX (0.80) vs VSGIX (0.55). JGSMX was incepted earlier than VSGIX: JGSMX (15 years) vs VSGIX (26 years). JGSMX (0.75) is less costly to investors than VSGIX (0.06). JGSMX is a more actively managed with annual turnover of: 48.00 vs. VSGIX (21.00). VSGIX has a lower initial minimum investment than JGSMX: VSGIX (5000000) vs JGSMX (15000000). VSGIX annual gain was more profitable for investors over the last year : 0.15 vs. JGSMX (-0.66). VSGIX return over 5 years is better than : 21.88 vs. JGSMX (-19.66).
| JGSMX | VSGIX | JGSMX / VSGIX | |
| Total Expense Ratio | 0.74 | 0.06 | 1,233% |
| Annual Report Gross Expense Ratio | 0.75 | 0.06 | 1,250% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 7.079 | 7.552 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 39.7B | 7% |
| Annual Yield % from dividends | 0.80 | 0.55 | 145% |
| Returns for 1 year | -0.66 | 0.15 | -430% |
| Returns for 3 years | 28.79 | 39.99 | 72% |
| Returns for 5 years | -19.66 | 21.88 | -90% |
| Returns for 10 years | 64.26 | 146.22 | 44% |
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