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IJSIX vs VSMAX
IJSIX vs VSMAX Comparison
Open Charts IJSIX vs VSMAX
VY® JPMorgan Small Cap Core Equity I
Price$16.60
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
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IJSIX vs VSMAX Comparison Chart
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IJSIX vs. VSMAX commentary
Sep 21, 2024
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 IJSIX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. IJSIX (450M). VSMAX pays higher dividends than IJSIX: VSMAX (1.42) vs IJSIX (0.31). IJSIX was incepted earlier than VSMAX: IJSIX (20 years) vs VSMAX (24 years). IJSIX has a lower initial minimum investment than VSMAX: IJSIX (0) vs VSMAX (3000). IJSIX (26.77) and VSMAX (25.54) have marching annual gain over last year. VSMAX return over 5 years is better than : 53.45 vs. IJSIX (-4.34).
| IJSIX | VSMAX | IJSIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 12.922 | 10.898 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 450M | 149B | 0% |
| Annual Yield % from dividends | 0.31 | 1.42 | 22% |
| Returns for 1 year | 26.77 | 25.54 | 105% |
| Returns for 3 years | -15.63 | 8.91 | -176% |
| Returns for 5 years | -4.34 | 53.45 | -8% |
| Returns for 10 years | -7.26 | 121.55 | -6% |
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