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JMCRX vs VSIAX
JMCRX vs VSIAX Comparison
Open Charts JMCRX vs VSIAX
Vanguard Small Cap Value Index Admiral
Price$80.67
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets51.69B
JMCRX vs VSIAX Comparison Chart
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JMCRX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. JMCRX (25M). VSIAX pays higher dividends than JMCRX: VSIAX (2.34) vs JMCRX (0.00). JMCRX was incepted earlier than VSIAX: JMCRX (15 years) vs VSIAX (14 years). JMCRX (1.50) is less costly to investors than VSIAX (0.07). VSIAX is a more actively managed with annual turnover of: 16.00 vs. JMCRX (10.00). 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 : 0.53 vs. JMCRX (-8.56). VSIAX return over 5 years is better than : 90.20 vs. JMCRX (63.86).
| JMCRX | VSIAX | JMCRX / VSIAX | |
| Total Expense Ratio | 1.50 | 0.07 | 2,143% |
| Annual Report Gross Expense Ratio | 1.50 | 0.07 | 2,143% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -9.544 | -5.045 | 189% |
| 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 | 2.34 | - |
| Returns for 1 year | -8.56 | 0.53 | -1,630% |
| Returns for 3 years | 13.93 | 18.65 | 75% |
| Returns for 5 years | 63.86 | 90.20 | 71% |
| Returns for 10 years | 31.36 | 78.51 | 40% |
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