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JMCRX vs VSIAX
JMCRX vs VSIAX Comparison
Open Charts JMCRX vs VSIAX
Vanguard Small Cap Value Index Admiral
Price$85.75
Change+$0.87 (+1.02%)
VolumeN/A
CapitalizationN/A
JMCRX vs VSIAX Comparison Chart
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JMCRX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. JMCRX (28.4M). VSIAX pays higher dividends than JMCRX: VSIAX (2.01) vs JMCRX (0.60). JMCRX was incepted earlier than VSIAX: JMCRX (14 years) vs VSIAX (13 years). VSIAX is a more actively managed with annual turnover of: 16.00 vs. JMCRX (5.00). VSIAX has a lower initial minimum investment than JMCRX: VSIAX (3000) vs JMCRX (10000). VSIAX annual gain was more profitable for investors over the last year : 11.88 vs. JMCRX (5.17). VSIAX return over 5 years is better than : 47.32 vs. JMCRX (30.98).
| JMCRX | VSIAX | JMCRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 4.625 | 11.356 | 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 | 2.01 | 30% |
| Returns for 1 year | 5.17 | 11.88 | 44% |
| Returns for 3 years | 8.21 | 15.75 | 52% |
| Returns for 5 years | 30.98 | 47.32 | 65% |
| Returns for 10 years | 51.84 | 97.07 | 53% |
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