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JSGZX vs VISGX
JSGZX vs VISGX Comparison
Open Charts JSGZX vs VISGX
JPMorgan Small Cap Growth R2
Price$16.45
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets3.3B
Vanguard Small Cap Growth Index I
Price$79.16
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
JSGZX vs VISGX Comparison Chart in %
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JSGZX vs. VISGX commentary
Jul 06, 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 JSGZX is a StrongBuy and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. JSGZX (3.3B). VISGX pays higher dividends than JSGZX: VISGX (0.43) vs JSGZX (0.35). JSGZX was incepted earlier than VISGX: JSGZX (17 years) vs VISGX (27 years). JSGZX (1.53) is less costly to investors than VISGX (0.19). JSGZX is a more actively managed with annual turnover of: 43.00 vs. VISGX (21.00). JSGZX has a lower initial minimum investment than VISGX: JSGZX (0) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 12.91 vs. JSGZX (5.06). VISGX return over 5 years is better than : 40.47 vs. JSGZX (-8.15).
| JSGZX | VISGX | JSGZX / VISGX | |
| Total Expense Ratio | 1.49 | 0.19 | 784% |
| Annual Report Gross Expense Ratio | 1.53 | 0.19 | 805% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -0.724 | 0.606 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 35B | 9% |
| Annual Yield % from dividends | 0.35 | 0.43 | 82% |
| Returns for 1 year | 5.06 | 12.91 | 39% |
| Returns for 3 years | 24.10 | 41.73 | 58% |
| Returns for 5 years | -8.15 | 40.47 | -20% |
| Returns for 10 years | 17.14 | 115.56 | 15% |
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