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JGSMX vs VSGIX
JGSMX vs VSGIX Comparison
Open Charts JGSMX vs VSGIX
JPMorgan Small Cap Growth R6
Price$22.40
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets3.28B
Vanguard Small Cap Growth Index I
Price$80.83
Change+$0.57 (+0.71%)
VolumeN/A
Net Assets36.92B
JGSMX vs VSGIX Comparison Chart in %
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JGSMX vs. VSGIX commentary
Jul 27, 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: 36.9B vs. JGSMX (3.28B). JGSMX pays higher dividends than VSGIX: JGSMX (0.90) vs VSGIX (0.55). 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 : 12.32 vs. JGSMX (2.11). VSGIX return over 5 years is better than : 40.33 vs. JGSMX (-2.34).
| 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 | 0.358 | 2.600 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 36.9B | 9% |
| Annual Yield % from dividends | 0.90 | 0.55 | 163% |
| Returns for 1 year | 2.11 | 12.32 | 17% |
| Returns for 3 years | 22.28 | 38.29 | 58% |
| Returns for 5 years | -2.34 | 40.33 | -6% |
| Returns for 10 years | 42.10 | 121.77 | 35% |
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