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JGSVX vs VISGX
JGSVX vs VISGX Comparison
Open Charts JGSVX vs VISGX
JPMorgan Small Cap Growth R5
Price$21.85
Change+$0.21 (+0.97%)
VolumeN/A
Net Assets3.3B
Vanguard Small Cap Growth Index I
Price$79.16
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
JGSVX vs VISGX Comparison Chart in %
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JGSVX vs. VISGX commentary
Jul 05, 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 StrongBuy and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. JGSVX (3.3B). JGSVX pays higher dividends than VISGX: JGSVX (0.80) vs VISGX (0.43). 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: 43.00 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 : 12.91 vs. JGSVX (5.81). VISGX return over 5 years is better than : 40.47 vs. JGSVX (-0.10).
| 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 | -0.365 | 0.606 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 35B | 9% |
| Annual Yield % from dividends | 0.80 | 0.43 | 187% |
| Returns for 1 year | 5.81 | 12.91 | 45% |
| Returns for 3 years | 26.77 | 41.73 | 64% |
| Returns for 5 years | -0.10 | 40.47 | -0% |
| Returns for 10 years | N/A | 115.56 | - |
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