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JMCRX vs VISVX
JMCRX vs VISVX Comparison
Open Charts JMCRX vs VISVX
Vanguard Small Cap Value Index I
Price$40.02
Change-$0.53 (-1.31%)
VolumeN/A
Net Assets53.62B
JMCRX vs VISVX Comparison Chart
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JMCRX vs. VISVX commentary
Apr 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 JMCRX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. JMCRX (23.3M). VISVX pays higher dividends than JMCRX: VISVX (2.14) vs JMCRX (0.00). JMCRX was incepted earlier than VISVX: JMCRX (15 years) vs VISVX (27 years). JMCRX (1.50) is less costly to investors than VISVX (0.19). VISVX is a more actively managed with annual turnover of: 16.00 vs. JMCRX (10.00). 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 : -10.55 vs. JMCRX (-15.20). VISVX return over 5 years is better than : 81.66 vs. JMCRX (66.75).
| JMCRX | VISVX | JMCRX / VISVX | |
| Total Expense Ratio | 1.50 | 0.19 | 789% |
| Annual Report Gross Expense Ratio | 1.50 | 0.19 | 789% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -17.179 | -15.687 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3M | 53.6B | 0% |
| Annual Yield % from dividends | 0.00 | 2.14 | - |
| Returns for 1 year | -15.20 | -10.55 | 144% |
| Returns for 3 years | 0.20 | -1.38 | -14% |
| Returns for 5 years | 66.75 | 81.66 | 82% |
| Returns for 10 years | 18.48 | 58.44 | 32% |
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