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JGSMX vs VSGIX
JGSMX vs VSGIX Comparison
Open Charts JGSMX vs VSGIX
JPMorgan Small Cap Growth R6
Price$22.90
Change+$0.31 (+1.37%)
VolumeN/A
Net Assets3.23B
Vanguard Small Cap Growth Index I
Price$83.69
Change+$0.89 (+1.07%)
VolumeN/A
Net Assets38.63B
JGSMX vs VSGIX Comparison Chart in %
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JGSMX vs. VSGIX commentary
Sep 08, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. JGSMX (3.23B). JGSMX pays higher dividends than VSGIX: JGSMX (0.86) vs VSGIX (0.52). 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 : 18.22 vs. JGSMX (9.55). VSGIX return over 5 years is better than : 42.24 vs. JGSMX (-4.12).
| 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 | 3.629 | 6.230 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 38.6B | 8% |
| Annual Yield % from dividends | 0.86 | 0.52 | 165% |
| Returns for 1 year | 9.55 | 18.22 | 52% |
| Returns for 3 years | 24.31 | 42.63 | 57% |
| Returns for 5 years | -4.12 | 42.24 | -10% |
| Returns for 10 years | 58.43 | 141.96 | 41% |
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