Ad is loading...
JCCIX vs VSMAX
JCCIX vs VSMAX Comparison
Open Charts JCCIX vs VSMAX
JHancock Small Cap Core I
Price$15.57
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets2.09B
Vanguard Small Cap Index Admiral Shares
Price$106.63
Change+$0.39 (+0.37%)
VolumeN/A
Net Assets153.45B
JCCIX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JCCIX vs. VSMAX commentary
Apr 02, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. JCCIX (2.09B). VSMAX pays higher dividends than JCCIX: VSMAX (1.52) vs JCCIX (0.10). JCCIX was incepted earlier than VSMAX: JCCIX (11 years) vs VSMAX (24 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 (12.00). 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 : -2.69 vs. JCCIX (-5.34). VSMAX return over 5 years is better than : 107.75 vs. JCCIX (79.55).
| 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 | 24 years | - |
| Gain YTD | -9.662 | -7.658 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 153B | 1% |
| Annual Yield % from dividends | 0.10 | 1.52 | 7% |
| Returns for 1 year | -5.34 | -2.69 | 199% |
| Returns for 3 years | -5.78 | 4.61 | -125% |
| Returns for 5 years | 79.55 | 107.75 | 74% |
| Returns for 10 years | 50.83 | 88.60 | 57% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GTMIX | 15.71 | N/A | N/A |
| GMO International Opportunistic Val III | |||
| BMSTX | 13.58 | N/A | N/A |
| MFS Blended Research Mid Cap Eq R3 | |||
| PZVIX | 11.12 | N/A | N/A |
| Pzena International Small Cap Value Inv | |||
| MSCUX | 11.70 | N/A | N/A |
| Morgan Stanley American Resilience A | |||
| RTIUX | 11.97 | -0.12 | -0.99% |
| Russell Inv Tax-Managed Intl Eq M | |||