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JGSVX vs VISGX
JGSVX vs VISGX Comparison
Open Charts JGSVX vs VISGX
JPMorgan Small Cap Growth R5
Price$20.51
Change-$0.38 (-1.82%)
VolumeN/A
Net Assets3.2B
Vanguard Small Cap Growth Index I
Price$75.13
Change-$1.25 (-1.64%)
VolumeN/A
Net Assets34.95B
JGSVX vs VISGX Comparison Chart
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JGSVX vs. VISGX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. JGSVX (3.2B). JGSVX pays higher dividends than VISGX: JGSVX (0.85) 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: 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 : 7.11 vs. JGSVX (-0.53). VISGX return over 5 years is better than : 40.29 vs. JGSVX (0.71).
| 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 | -6.475 | -4.531 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 35B | 9% |
| Annual Yield % from dividends | 0.85 | 0.44 | 192% |
| Returns for 1 year | -0.53 | 7.11 | -7% |
| Returns for 3 years | 25.19 | 38.50 | 65% |
| Returns for 5 years | 0.71 | 40.29 | 2% |
| Returns for 10 years | N/A | 100.60 | - |
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