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JGSVX vs VISGX
JGSVX vs VISGX Comparison
Open Charts JGSVX vs VISGX
JPMorgan Small Cap Growth R5
Price$23.30
Change-$0.20 (-0.85%)
VolumeN/A
Net Assets2.48B
Vanguard Small Cap Growth Index I
Price$88.41
Change+$2.93 (+3.43%)
VolumeN/A
Net Assets39.31B
JGSVX vs VISGX Comparison Chart in %
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JGSVX vs. VISGX commentary
Feb 04, 2026
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 StrongBuy and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.3B vs. JGSVX (2.48B). VISGX pays higher dividends than JGSVX: VISGX (0.41) vs JGSVX (0.22). JGSVX was incepted earlier than VISGX: JGSVX (9 years) vs VISGX (28 years). JGSVX (0.85) 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 : 8.90 vs. JGSVX (1.95). VISGX return over 5 years is better than : 9.24 vs. JGSVX (-27.97).
| JGSVX | VISGX | JGSVX / VISGX | |
| Total Expense Ratio | 0.84 | 0.19 | 442% |
| Annual Report Gross Expense Ratio | 0.85 | 0.19 | 447% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 5.573 | 4.171 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 39.3B | 6% |
| Annual Yield % from dividends | 0.22 | 0.41 | 53% |
| Returns for 1 year | 1.95 | 8.90 | 22% |
| Returns for 3 years | 20.71 | 37.14 | 56% |
| Returns for 5 years | -27.97 | 9.24 | -303% |
| Returns for 10 years | N/A | 204.50 | - |
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