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JSGZX vs VSGIX
JSGZX vs VSGIX Comparison
Open Charts JSGZX vs VSGIX
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$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
JSGZX vs VSGIX Comparison Chart in %
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JSGZX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JSGZX (3.3B). VSGIX pays higher dividends than JSGZX: VSGIX (0.55) vs JSGZX (0.35). JSGZX was incepted earlier than VSGIX: JSGZX (17 years) vs VSGIX (25 years). JSGZX (1.53) is less costly to investors than VSGIX (0.06). JSGZX is a more actively managed with annual turnover of: 43.00 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 : 12.95 vs. JSGZX (5.06). VSGIX return over 5 years is better than : 40.73 vs. JSGZX (-8.15).
| 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 | 25 years | - |
| Gain YTD | -0.724 | 0.607 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 35B | 9% |
| Annual Yield % from dividends | 0.35 | 0.55 | 63% |
| Returns for 1 year | 5.06 | 12.95 | 39% |
| Returns for 3 years | 24.10 | 41.88 | 58% |
| Returns for 5 years | -8.15 | 40.73 | -20% |
| Returns for 10 years | 17.14 | 116.42 | 15% |
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