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JGSVX vs VSGAX
JGSVX vs VSGAX Comparison
Open Charts JGSVX vs VSGAX
JPMorgan Small Cap Growth R5
Price$22.71
Change+$0.22 (+0.98%)
VolumeN/A
Net Assets3.23B
Vanguard Small Cap Growth Index Admiral
Price$104.51
Change+$1.12 (+1.08%)
VolumeN/A
Net Assets38.63B
JGSVX vs VSGAX Comparison Chart in %
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JGSVX vs. VSGAX commentary
Sep 09, 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 Buy and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.6B vs. JGSVX (3.23B). JGSVX pays higher dividends than VSGAX: JGSVX (0.76) vs VSGAX (0.51). 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 : 18.22 vs. JGSVX (9.40). VSGAX return over 5 years is better than : 42.21 vs. JGSVX (-4.86).
| 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 | 3.557 | 6.241 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 38.6B | 8% |
| Annual Yield % from dividends | 0.76 | 0.51 | 148% |
| Returns for 1 year | 9.40 | 18.22 | 52% |
| Returns for 3 years | 23.91 | 42.63 | 56% |
| Returns for 5 years | -4.86 | 42.21 | -12% |
| Returns for 10 years | N/A | 141.95 | - |
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