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JGSVX vs VSGAX
JGSVX vs VSGAX Comparison
Open Charts JGSVX vs VSGAX
JPMorgan Small Cap Growth R5
Price$22.00
Change+$0.15 (+0.69%)
VolumeN/A
Net Assets3.28B
Vanguard Small Cap Growth Index Admiral
Price$100.94
Change+$0.72 (+0.72%)
VolumeN/A
Net Assets36.92B
JGSVX vs VSGAX Comparison Chart in %
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JGSVX vs. VSGAX commentary
Jul 27, 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.9B vs. JGSVX (3.28B). JGSVX pays higher dividends than VSGAX: JGSVX (0.80) vs VSGAX (0.54). 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 : 12.32 vs. JGSVX (1.98). VSGAX return over 5 years is better than : 40.33 vs. JGSVX (-3.05).
| 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 | 0.319 | 2.611 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 36.9B | 9% |
| Annual Yield % from dividends | 0.80 | 0.54 | 147% |
| Returns for 1 year | 1.98 | 12.32 | 16% |
| Returns for 3 years | 21.89 | 38.30 | 57% |
| Returns for 5 years | -3.05 | 40.33 | -8% |
| Returns for 10 years | N/A | 121.74 | - |
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