Interact to see
Advertisement
Advertisement
JGSMX vs VSGIX
JGSMX vs VSGIX Comparison
Open Charts JGSMX vs VSGIX
JPMorgan Small Cap Growth R6
Price$20.88
Change-$0.39 (-1.83%)
VolumeN/A
Net Assets3.14B
Vanguard Small Cap Growth Index I
Price$75.25
Change-$1.25 (-1.63%)
VolumeN/A
Net Assets34.95B
JGSMX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JGSMX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JGSMX (3.14B). JGSMX pays higher dividends than VSGIX: JGSMX (0.96) vs VSGIX (0.58). JGSMX was incepted earlier than VSGIX: JGSMX (15 years) vs VSGIX (25 years). JGSMX (0.75) is less costly to investors than VSGIX (0.06). JGSMX is a more actively managed with annual turnover of: 43.00 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 : 7.16 vs. JGSMX (-0.46). VSGIX return over 5 years is better than : 40.60 vs. JGSMX (1.49).
| 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 | 25 years | - |
| Gain YTD | -6.452 | -4.502 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 35B | 9% |
| Annual Yield % from dividends | 0.96 | 0.58 | 166% |
| Returns for 1 year | -0.46 | 7.16 | -6% |
| Returns for 3 years | 25.60 | 38.64 | 66% |
| Returns for 5 years | 1.49 | 40.60 | 4% |
| Returns for 10 years | 31.47 | 101.47 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPXS | 5.28 | 0.19 | +3.73% |
| Direxion Daily S&P 500® Bear 3X ETF | |||
| BGX | 12.27 | N/A | N/A |
| Blackstone Long-Short Credit Income Fund | |||
| IEF | 94.29 | -0.35 | -0.37% |
| iShares 7-10 Year Treasury Bond ETF | |||
| KNGZ | 32.71 | -0.50 | -1.51% |
| FirstTrust S&P500 DvrsDiv AristocratsETF | |||
| KBE | 52.87 | -1.34 | -2.47% |
| SPDR® S&P Bank ETF | |||