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JGSVX vs VSGAX
JGSVX vs VSGAX Comparison
Open Charts JGSVX vs VSGAX
JPMorgan Small Cap Growth R5
Price$23.30
Change-$0.20 (-0.85%)
VolumeN/A
Net Assets2.48B
Vanguard Small Cap Growth Index Admiral
Price$110.56
Change+$3.67 (+3.43%)
VolumeN/A
Net Assets39.31B
JGSVX vs VSGAX Comparison Chart in %
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JGSVX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.3B vs. JGSVX (2.48B). VSGAX pays higher dividends than JGSVX: VSGAX (0.52) vs JGSVX (0.22). JGSVX was incepted earlier than VSGAX: JGSVX (9 years) vs VSGAX (14 years). JGSVX (0.85) is less costly to investors than VSGAX (0.07). JGSVX is a more actively managed with annual turnover of: 48.00 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 : 8.93 vs. JGSVX (1.95). VSGAX return over 5 years is better than : 9.44 vs. JGSVX (-27.97).
| JGSVX | VSGAX | JGSVX / VSGAX | |
| Total Expense Ratio | 0.84 | 0.07 | 1,200% |
| Annual Report Gross Expense Ratio | 0.85 | 0.07 | 1,214% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 5.573 | 4.184 | 133% |
| 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 | 0.52 | 42% |
| Returns for 1 year | 1.95 | 8.93 | 22% |
| Returns for 3 years | 20.71 | 37.28 | 56% |
| Returns for 5 years | -27.97 | 9.44 | -296% |
| Returns for 10 years | N/A | 205.83 | - |
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