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JGSVX vs VSGIX
JGSVX vs VSGIX Comparison
Open Charts JGSVX vs VSGIX
JPMorgan Small Cap Growth R5
Price$23.30
Change-$0.20 (-0.85%)
VolumeN/A
Net Assets2.48B
Vanguard Small Cap Growth Index I
Price$88.54
Change+$2.94 (+3.43%)
VolumeN/A
Net Assets39.31B
JGSVX vs VSGIX Comparison Chart in %
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JGSVX vs. VSGIX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.3B vs. JGSVX (2.48B). VSGIX pays higher dividends than JGSVX: VSGIX (0.53) vs JGSVX (0.22). JGSVX was incepted earlier than VSGIX: JGSVX (9 years) vs VSGIX (26 years). JGSVX (0.85) 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 : 8.94 vs. JGSVX (1.95). VSGIX return over 5 years is better than : 9.46 vs. JGSVX (-27.97).
| JGSVX | VSGIX | JGSVX / VSGIX | |
| Total Expense Ratio | 0.84 | 0.06 | 1,400% |
| Annual Report Gross Expense Ratio | 0.85 | 0.06 | 1,417% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 5.573 | 4.189 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 39.3B | 6% |
| Annual Yield % from dividends | 0.22 | 0.53 | 41% |
| Returns for 1 year | 1.95 | 8.94 | 22% |
| Returns for 3 years | 20.71 | 37.30 | 56% |
| Returns for 5 years | -27.97 | 9.46 | -296% |
| Returns for 10 years | N/A | 205.81 | - |
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