JSCGX vs. VSGIX
Compare and contrast key facts about Jacob Small Cap Growth Fund (JSCGX) and Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX).
JSCGX is managed by Jacob. It was launched on Feb 1, 2010. VSGIX is managed by Vanguard. It was launched on May 24, 2000.
Performance
JSCGX vs. VSGIX - Performance Comparison
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JSCGX vs. VSGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JSCGX Jacob Small Cap Growth Fund | -30.46% | 41.65% | 12.89% | 18.74% | -50.37% | -0.60% | 60.95% | 20.04% | 8.26% | 20.61% |
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | -3.91% | 8.44% | 14.95% | 23.07% | -28.39% | 5.70% | 35.29% | 32.77% | -5.70% | 21.94% |
Returns By Period
In the year-to-date period, JSCGX achieves a -30.46% return, which is significantly lower than VSGIX's -3.91% return. Over the past 10 years, JSCGX has underperformed VSGIX with an annualized return of 7.34%, while VSGIX has yielded a comparatively higher 9.99% annualized return.
JSCGX
- 1D
- -0.54%
- 1M
- -14.63%
- YTD
- -30.46%
- 6M
- -26.10%
- 1Y
- 4.52%
- 3Y*
- 8.30%
- 5Y*
- -11.89%
- 10Y*
- 7.34%
VSGIX
- 1D
- -1.76%
- 1M
- -9.43%
- YTD
- -3.91%
- 6M
- -2.46%
- 1Y
- 15.68%
- 3Y*
- 10.86%
- 5Y*
- 1.70%
- 10Y*
- 9.99%
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JSCGX vs. VSGIX - Expense Ratio Comparison
JSCGX has a 1.97% expense ratio, which is higher than VSGIX's 0.06% expense ratio.
Return for Risk
JSCGX vs. VSGIX — Risk / Return Rank
JSCGX
VSGIX
JSCGX vs. VSGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jacob Small Cap Growth Fund (JSCGX) and Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| JSCGX | VSGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 0.63 | -0.54 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.04 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.14 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.00 | 0.87 | -0.87 |
Martin ratioReturn relative to average drawdown | 0.00 | 3.51 | -3.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JSCGX | VSGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 0.63 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.33 | 0.07 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.44 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.37 | -0.17 |
Correlation
The correlation between JSCGX and VSGIX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JSCGX vs. VSGIX - Dividend Comparison
JSCGX has not paid dividends to shareholders, while VSGIX's dividend yield for the trailing twelve months is around 0.56%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSCGX Jacob Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 18.09% | 13.69% | 2.57% | 1.13% | 0.00% | 0.00% | 0.59% |
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.56% | 0.55% | 0.55% | 0.68% | 0.56% | 0.37% | 0.45% | 0.58% | 0.80% | 0.82% | 1.09% | 0.98% |
Drawdowns
JSCGX vs. VSGIX - Drawdown Comparison
The maximum JSCGX drawdown since its inception was -70.07%, which is greater than VSGIX's maximum drawdown of -58.66%. Use the drawdown chart below to compare losses from any high point for JSCGX and VSGIX.
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Drawdown Indicators
| JSCGX | VSGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.07% | -58.66% | -11.41% |
Max Drawdown (1Y)Largest decline over 1 year | -32.69% | -14.50% | -18.19% |
Max Drawdown (5Y)Largest decline over 5 years | -67.89% | -38.36% | -29.53% |
Max Drawdown (10Y)Largest decline over 10 years | -70.07% | -38.70% | -31.37% |
Current DrawdownCurrent decline from peak | -51.79% | -11.38% | -40.41% |
Average DrawdownAverage peak-to-trough decline | -24.87% | -11.40% | -13.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.77% | 3.59% | +7.18% |
Volatility
JSCGX vs. VSGIX - Volatility Comparison
Jacob Small Cap Growth Fund (JSCGX) has a higher volatility of 8.58% compared to Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) at 7.60%. This indicates that JSCGX's price experiences larger fluctuations and is considered to be riskier than VSGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JSCGX | VSGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.58% | 7.60% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 20.64% | 15.12% | +5.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.86% | 24.20% | +7.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.18% | 23.49% | +12.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.62% | 22.88% | +9.74% |