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JSGZX vs VSGIX
JSGZX vs VSGIX Comparison
Open Charts JSGZX vs VSGIX
JPMorgan Small Cap Growth R2
Price$17.66
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets2.94B
Vanguard Small Cap Growth Index I
Price$85.51
Change+$0.83 (+0.98%)
VolumeN/A
Net Assets39.74B
JSGZX vs VSGIX Comparison Chart in %
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JSGZX vs. VSGIX commentary
Dec 04, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. JSGZX (2.94B). VSGIX pays higher dividends than JSGZX: VSGIX (0.55) vs JSGZX (0.31). JSGZX was incepted earlier than VSGIX: JSGZX (17 years) vs VSGIX (26 years). JSGZX (1.53) is less costly to investors than VSGIX (0.06). JSGZX is a more actively managed with annual turnover of: 48.00 vs. VSGIX (21.00). JSGZX has a lower initial minimum investment than VSGIX: JSGZX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 0.15 vs. JSGZX (-1.45). VSGIX return over 5 years is better than : 21.88 vs. JSGZX (-26.64).
| JSGZX | VSGIX | JSGZX / VSGIX | |
| Total Expense Ratio | 1.49 | 0.06 | 2,483% |
| Annual Report Gross Expense Ratio | 1.53 | 0.06 | 2,550% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 6.337 | 7.552 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.94B | 39.7B | 7% |
| Annual Yield % from dividends | 0.31 | 0.55 | 56% |
| Returns for 1 year | -1.45 | 0.15 | -948% |
| Returns for 3 years | 25.74 | 39.99 | 64% |
| Returns for 5 years | -26.64 | 21.88 | -122% |
| Returns for 10 years | 35.58 | 146.22 | 24% |
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