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JMCRX vs VISVX
JMCRX vs VISVX Comparison
Open Charts JMCRX vs VISVX
Vanguard Small Cap Value Index I
Price$47.85
Change+$0.49 (+1.03%)
VolumeN/A
CapitalizationN/A
JMCRX vs VISVX Comparison Chart
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JMCRX vs. VISVX commentary
Dec 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 JMCRX is a Buy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. JMCRX (28.4M). VISVX pays higher dividends than JMCRX: VISVX (1.90) vs JMCRX (0.60). JMCRX was incepted earlier than VISVX: JMCRX (14 years) vs VISVX (27 years). VISVX is a more actively managed with annual turnover of: 16.00 vs. JMCRX (5.00). VISVX has a lower initial minimum investment than JMCRX: VISVX (3000) vs JMCRX (10000). VISVX annual gain was more profitable for investors over the last year : 11.81 vs. JMCRX (5.17). VISVX return over 5 years is better than : 47.19 vs. JMCRX (30.98).
| JMCRX | VISVX | JMCRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 4.625 | 11.293 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4M | 63B | 0% |
| Annual Yield % from dividends | 0.60 | 1.90 | 32% |
| Returns for 1 year | 5.17 | 11.81 | 44% |
| Returns for 3 years | 8.21 | 15.69 | 52% |
| Returns for 5 years | 30.98 | 47.19 | 66% |
| Returns for 10 years | 51.84 | 96.52 | 54% |
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