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IJSIX vs VSMAX
IJSIX vs VSMAX Comparison
Open Charts IJSIX vs VSMAX
VY® JPMorgan Small Cap Core Equity I
Price$17.73
Change+$0.30 (+1.72%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
IJSIX vs VSMAX Comparison Chart
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IJSIX vs. VSMAX commentary
Nov 23, 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: 151B vs. IJSIX (454M). VSMAX pays higher dividends than IJSIX: VSMAX (1.42) vs IJSIX (0.31). IJSIX was incepted earlier than VSMAX: IJSIX (21 years) vs VSMAX (24 years). IJSIX has a lower initial minimum investment than VSMAX: IJSIX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 34.52 vs. IJSIX (32.51). VSMAX return over 5 years is better than : 63.57 vs. IJSIX (-2.15).
| IJSIX | VSMAX | IJSIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 19.457 | 21.100 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 151B | 0% |
| Annual Yield % from dividends | 0.31 | 1.42 | 22% |
| Returns for 1 year | 32.51 | 34.52 | 94% |
| Returns for 3 years | -16.96 | 12.56 | -135% |
| Returns for 5 years | -2.15 | 63.57 | -3% |
| Returns for 10 years | -8.41 | 130.29 | -6% |
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