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JGSVX vs VSGAX
JGSVX vs VSGAX Comparison
Open Charts JGSVX vs VSGAX
JPMorgan Small Cap Growth R5
Price$21.85
Change+$0.21 (+0.97%)
VolumeN/A
Net Assets3.3B
Vanguard Small Cap Growth Index Admiral
Price$98.98
Change+$1.00 (+1.02%)
VolumeN/A
Net Assets34.95B
JGSVX vs VSGAX Comparison Chart in %
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JGSVX vs. VSGAX commentary
Jul 05, 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: 35B vs. JGSVX (3.3B). 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 : 12.95 vs. JGSVX (5.81). VSGAX return over 5 years is better than : 40.75 vs. JGSVX (-0.10).
| 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 | -0.365 | 0.619 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 35B | 9% |
| Annual Yield % from dividends | 0.80 | 0.54 | 147% |
| Returns for 1 year | 5.81 | 12.95 | 45% |
| Returns for 3 years | 26.77 | 41.87 | 64% |
| Returns for 5 years | -0.10 | 40.75 | -0% |
| Returns for 10 years | N/A | 116.41 | - |
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