JGSVX
Price
$21.85
Change
+$0.21 (+0.97%)
Updated
Jul 3 closing price
Net Assets
3.3B
VSGIX
Price
$79.26
Change
+$0.80 (+1.02%)
Updated
Jul 3 closing price
Net Assets
34.95B
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JGSVX vs VSGIX

Header iconJGSVX vs VSGIX Comparison
Open Charts JGSVX vs VSGIXBanner chart's image
JPMorgan Small Cap Growth R5
Price$21.85
Change+$0.21 (+0.97%)
VolumeN/A
Net Assets3.3B
Vanguard Small Cap Growth Index I
Price$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
JGSVX vs VSGIX Comparison Chart in %
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JGSVX vs. VSGIX 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 VSGIX is a Buy.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JGSVX (3.3B). JGSVX pays higher dividends than VSGIX: JGSVX (0.80) vs VSGIX (0.55). JGSVX was incepted earlier than VSGIX: JGSVX (9 years) vs VSGIX (25 years). JGSVX (0.86) is less costly to investors than VSGIX (0.06). JGSVX is a more actively managed with annual turnover of: 43.00 vs. VSGIX (21.00). JGSVX has a lower initial minimum investment than VSGIX: JGSVX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.95 vs. JGSVX (5.81). VSGIX return over 5 years is better than : 40.73 vs. JGSVX (-0.10).
JGSVXVSGIXJGSVX / VSGIX
Total Expense Ratio0.840.061,400%
Annual Report Gross Expense Ratio0.860.061,433%
Fund Existence9 years25 years-
Gain YTD-0.3650.607-60%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.3B35B9%
Annual Yield % from dividends0.800.55144%
Returns for 1 year5.8112.9545%
Returns for 3 years26.7741.8864%
Returns for 5 years-0.1040.73-0%
Returns for 10 yearsN/A116.42-
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