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JGSVX vs VSGAX
JGSVX vs VSGAX Comparison
Open Charts JGSVX vs VSGAX
JPMorgan Small Cap Growth R5
Price$21.92
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets3.17B
Vanguard Small Cap Growth Index Admiral
Price$100.59
Change+$0.06 (+0.06%)
VolumeN/A
Net Assets37.46B
JGSVX vs VSGAX Comparison Chart in %
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JGSVX vs. VSGAX commentary
Aug 18, 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 37.5B vs. JGSVX (3.17B). JGSVX pays higher dividends than VSGAX: JGSVX (0.78) vs VSGAX (0.53). JGSVX was incepted earlier than VSGAX: JGSVX (9 years) vs VSGAX (14 years). JGSVX (0.86) is less costly to investors than VSGAX (0.07). JGSVX is a more actively managed with annual turnover of: 43.00 vs. VSGAX (21.00). JGSVX has a lower initial minimum investment than VSGAX: JGSVX (0) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 12.52 vs. JGSVX (4.84). VSGAX return over 5 years is better than : 34.25 vs. JGSVX (-9.56).
| JGSVX | VSGAX | JGSVX / VSGAX | |
| Total Expense Ratio | 0.84 | 0.07 | 1,200% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -0.046 | 2.256 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 37.5B | 8% |
| Annual Yield % from dividends | 0.78 | 0.53 | 147% |
| Returns for 1 year | 4.84 | 12.52 | 39% |
| Returns for 3 years | 6.46 | 21.62 | 30% |
| Returns for 5 years | -9.56 | 34.25 | -28% |
| Returns for 10 years | N/A | 121.02 | - |
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