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JSGZX vs VSGAX
JSGZX vs VSGAX Comparison
Open Charts JSGZX vs VSGAX
JPMorgan Small Cap Growth R2
Price$16.45
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets3.3B
Vanguard Small Cap Growth Index Admiral
Price$98.98
Change+$1.00 (+1.02%)
VolumeN/A
Net Assets34.95B
JSGZX vs VSGAX Comparison Chart in %
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JSGZX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. JSGZX (3.3B). VSGAX pays higher dividends than JSGZX: VSGAX (0.54) vs JSGZX (0.35). JSGZX was incepted earlier than VSGAX: JSGZX (17 years) vs VSGAX (14 years). JSGZX (1.53) is less costly to investors than VSGAX (0.07). JSGZX is a more actively managed with annual turnover of: 43.00 vs. VSGAX (21.00). JSGZX has a lower initial minimum investment than VSGAX: JSGZX (0) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 12.95 vs. JSGZX (5.06). VSGAX return over 5 years is better than : 40.75 vs. JSGZX (-8.15).
| JSGZX | VSGAX | JSGZX / VSGAX | |
| Total Expense Ratio | 1.49 | 0.07 | 2,129% |
| Annual Report Gross Expense Ratio | 1.53 | 0.07 | 2,186% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -0.724 | 0.619 | -117% |
| 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 | 0.54 | 64% |
| Returns for 1 year | 5.06 | 12.95 | 39% |
| Returns for 3 years | 24.10 | 41.87 | 58% |
| Returns for 5 years | -8.15 | 40.75 | -20% |
| Returns for 10 years | 17.14 | 116.41 | 15% |
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