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JGSVX vs VISGX
JGSVX vs VISGX Comparison
Open Charts JGSVX vs VISGX
JPMorgan Small Cap Growth R5
Price$23.44
Change-$0.11 (-0.47%)
VolumeN/A
Net Assets2.99B
Vanguard Small Cap Growth Index I
Price$84.41
Change-$0.38 (-0.45%)
VolumeN/A
Net Assets39.1B
JGSVX vs VISGX Comparison Chart in %
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JGSVX vs. VISGX commentary
Oct 19, 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 JGSVX is a Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.1B vs. JGSVX (2.99B). JGSVX pays higher dividends than VISGX: JGSVX (0.74) vs VISGX (0.44). JGSVX was incepted earlier than VISGX: JGSVX (9 years) vs VISGX (27 years). JGSVX (0.86) is less costly to investors than VISGX (0.19). JGSVX is a more actively managed with annual turnover of: 48.00 vs. VISGX (21.00). JGSVX has a lower initial minimum investment than VISGX: JGSVX (0) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 10.18 vs. JGSVX (6.65). VISGX return over 5 years is better than : 31.06 vs. JGSVX (-13.25).
| JGSVX | VISGX | JGSVX / VISGX | |
| Total Expense Ratio | 0.84 | 0.19 | 442% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 6.886 | 7.310 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 39.1B | 8% |
| Annual Yield % from dividends | 0.74 | 0.44 | 168% |
| Returns for 1 year | 6.65 | 10.18 | 65% |
| Returns for 3 years | 33.23 | 49.62 | 67% |
| Returns for 5 years | -13.25 | 31.06 | -43% |
| Returns for 10 years | N/A | 147.79 | - |
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