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JGSVX vs VSGIX
JGSVX vs VSGIX Comparison
Open Charts JGSVX vs VSGIX
JPMorgan Small Cap Growth R5
Price$22.71
Change+$0.22 (+0.98%)
VolumeN/A
Net Assets3.23B
Vanguard Small Cap Growth Index I
Price$83.69
Change+$0.89 (+1.07%)
VolumeN/A
Net Assets38.63B
JGSVX vs VSGIX Comparison Chart in %
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JGSVX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. JGSVX (3.23B). JGSVX pays higher dividends than VSGIX: JGSVX (0.76) vs VSGIX (0.52). 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 : 18.22 vs. JGSVX (9.40). VSGIX return over 5 years is better than : 42.24 vs. JGSVX (-4.86).
| 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 | 3.557 | 6.230 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 38.6B | 8% |
| Annual Yield % from dividends | 0.76 | 0.52 | 146% |
| Returns for 1 year | 9.40 | 18.22 | 52% |
| Returns for 3 years | 23.91 | 42.63 | 56% |
| Returns for 5 years | -4.86 | 42.24 | -12% |
| Returns for 10 years | N/A | 141.96 | - |
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