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JGSVX vs VSGIX
JGSVX vs VSGIX Comparison
Open Charts JGSVX vs VSGIX
JPMorgan Small Cap Growth R5
Price$23.44
Change-$0.11 (-0.47%)
VolumeN/A
Net Assets2.99B
Vanguard Small Cap Growth Index I
Price$84.53
Change-$0.37 (-0.44%)
VolumeN/A
Net Assets39.1B
JGSVX vs VSGIX Comparison Chart in %
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JGSVX vs. VSGIX commentary
Oct 19, 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.1B vs. JGSVX (2.99B). JGSVX pays higher dividends than VSGIX: JGSVX (0.74) vs VSGIX (0.56). 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: 48.00 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 : 10.22 vs. JGSVX (6.65). VSGIX return over 5 years is better than : 31.33 vs. JGSVX (-13.25).
| JGSVX | VSGIX | JGSVX / VSGIX | |
| Total Expense Ratio | 0.84 | 0.06 | 1,400% |
| Annual Report Gross Expense Ratio | 0.86 | 0.06 | 1,433% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 6.886 | 7.336 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 39.1B | 8% |
| Annual Yield % from dividends | 0.74 | 0.56 | 131% |
| Returns for 1 year | 6.65 | 10.22 | 65% |
| Returns for 3 years | 33.23 | 49.80 | 67% |
| Returns for 5 years | -13.25 | 31.33 | -42% |
| Returns for 10 years | N/A | 148.90 | - |
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