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JCCIX vs VSMAX
JCCIX vs VSMAX Comparison
Open Charts JCCIX vs VSMAX
JCCIX vs VSMAX Comparison Chart in %
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JCCIX vs. VSMAX commentary
Sep 04, 2026
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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. JCCIX (1.88B). VSMAX pays higher dividends than JCCIX: VSMAX (1.20) vs JCCIX (0.07). JCCIX was incepted earlier than VSMAX: JCCIX (13 years) vs VSMAX (26 years). JCCIX (0.99) is less costly to investors than VSMAX (0.05). JCCIX is a more actively managed with annual turnover of: 63.00 vs. VSMAX (17.00). VSMAX has a lower initial minimum investment than JCCIX: VSMAX (3000) vs JCCIX (250000). JCCIX (18.20) and VSMAX (18.17) have marching annual gain over last year. VSMAX return over 5 years is better than : 31.48 vs. JCCIX (5.73).
| 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 | 13 years | 26 years | - |
| Gain YTD | 21.327 | 14.872 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 183B | 1% |
| Annual Yield % from dividends | 0.07 | 1.20 | 6% |
| Returns for 1 year | 18.20 | 18.17 | 100% |
| Returns for 3 years | 28.90 | 47.27 | 61% |
| Returns for 5 years | 5.73 | 31.48 | 18% |
| Returns for 10 years | 73.53 | 148.83 | 49% |
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