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JSGZX vs VSGAX
JSGZX vs VSGAX Comparison
Open Charts JSGZX vs VSGAX
JPMorgan Small Cap Growth R2
Price$15.45
Change-$0.29 (-1.84%)
VolumeN/A
Net Assets3.14B
Vanguard Small Cap Growth Index Admiral
Price$93.96
Change-$1.57 (-1.64%)
VolumeN/A
Net Assets34.95B
JSGZX vs VSGAX Comparison Chart
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JSGZX vs. VSGAX commentary
Jun 16, 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 Hold and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. JSGZX (3.14B). VSGAX pays higher dividends than JSGZX: VSGAX (0.57) vs JSGZX (0.37). 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 : 7.16 vs. JSGZX (-1.20). VSGAX return over 5 years is better than : 40.57 vs. JSGZX (-7.34).
| 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 | -6.759 | -4.503 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 35B | 9% |
| Annual Yield % from dividends | 0.37 | 0.57 | 65% |
| Returns for 1 year | -1.20 | 7.16 | -17% |
| Returns for 3 years | 22.64 | 38.65 | 59% |
| Returns for 5 years | -7.34 | 40.57 | -18% |
| Returns for 10 years | 8.56 | 101.45 | 8% |
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