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JMCRX vs VISVX
JMCRX vs VISVX Comparison
Open Charts JMCRX vs VISVX
Vanguard Small Cap Value Index I
Price$45.02
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets51.69B
JMCRX vs VISVX Comparison Chart
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JMCRX vs. VISVX commentary
May 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. JMCRX (25M). VISVX pays higher dividends than JMCRX: VISVX (2.21) 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 : 0.51 vs. JMCRX (-8.56). VISVX return over 5 years is better than : 90.06 vs. JMCRX (63.86).
| 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 | -9.544 | -5.069 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25M | 51.7B | 0% |
| Annual Yield % from dividends | 0.00 | 2.21 | - |
| Returns for 1 year | -8.56 | 0.51 | -1,676% |
| Returns for 3 years | 13.93 | 18.59 | 75% |
| Returns for 5 years | 63.86 | 90.06 | 71% |
| Returns for 10 years | 31.36 | 78.06 | 40% |
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