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JCCIX vs VSMAX
JCCIX vs VSMAX Comparison
Open Charts JCCIX vs VSMAX
JHancock Small Cap Core I
Price$15.88
Change+$0.12 (+0.76%)
VolumeN/A
Net Assets2.28B
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
JCCIX vs VSMAX Comparison Chart
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JCCIX vs. VSMAX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JCCIX (2.28B). VSMAX pays higher dividends than JCCIX: VSMAX (1.48) 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 : 5.16 vs. JCCIX (-0.54). VSMAX return over 5 years is better than : 52.39 vs. JCCIX (29.25).
| 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 | -8.265 | -4.060 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 148B | 2% |
| Annual Yield % from dividends | 0.10 | 1.48 | 7% |
| Returns for 1 year | -0.54 | 5.16 | -10% |
| Returns for 3 years | 2.05 | 16.71 | 12% |
| Returns for 5 years | 29.25 | 52.39 | 56% |
| Returns for 10 years | 53.75 | 96.62 | 56% |
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