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JCCIX vs VSMAX
JCCIX vs VSMAX Comparison
Open Charts JCCIX vs VSMAX
JHancock Small Cap Core I
Price$15.49
Change+$0.36 (+2.38%)
VolumeN/A
Net Assets2.26B
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
JCCIX vs VSMAX Comparison Chart
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JCCIX vs. VSMAX commentary
May 09, 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 JCCIX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. JCCIX (2.26B). VSMAX pays higher dividends than JCCIX: VSMAX (1.56) vs JCCIX (0.10). JCCIX was incepted earlier than VSMAX: JCCIX (11 years) vs VSMAX (25 years). JCCIX (0.99) is less costly to investors than VSMAX (0.05). JCCIX is a more actively managed with annual turnover of: 56.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than JCCIX: VSMAX (3000) vs JCCIX (250000). VSMAX annual gain was more profitable for investors over the last year : -0.07 vs. JCCIX (-5.35). VSMAX return over 5 years is better than : 65.26 vs. JCCIX (40.26).
| JCCIX | VSMAX | JCCIX / VSMAX | |
| Total Expense Ratio | 0.98 | 0.05 | 1,960% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | -11.932 | -8.397 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 140B | 2% |
| Annual Yield % from dividends | 0.10 | 1.56 | 7% |
| Returns for 1 year | -5.35 | -0.07 | 7,434% |
| Returns for 3 years | 5.83 | 20.37 | 29% |
| Returns for 5 years | 40.26 | 65.26 | 62% |
| Returns for 10 years | 50.20 | 88.31 | 57% |