Interact to see
Advertisement
Advertisement
JGSVX vs VSGIX
JGSVX vs VSGIX Comparison
Open Charts JGSVX vs VSGIX
JPMorgan Small Cap Growth R5
Price$21.92
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets3.17B
Vanguard Small Cap Growth Index I
Price$80.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets37.46B
JGSVX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGSVX vs. VSGIX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. JGSVX (3.17B). JGSVX pays higher dividends than VSGIX: JGSVX (0.78) vs VSGIX (0.54). 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 : 12.52 vs. JGSVX (4.84). VSGIX return over 5 years is better than : 34.27 vs. JGSVX (-9.56).
| 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 | -0.046 | 2.257 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 37.5B | 8% |
| Annual Yield % from dividends | 0.78 | 0.54 | 144% |
| Returns for 1 year | 4.84 | 12.52 | 39% |
| Returns for 3 years | 6.46 | 21.63 | 30% |
| Returns for 5 years | -9.56 | 34.27 | -28% |
| Returns for 10 years | N/A | 121.03 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers