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JMCRX vs VSIAX
JMCRX vs VSIAX Comparison
Open Charts JMCRX vs VSIAX
Vanguard Small Cap Value Index Admiral
Price$90.36
Change-$0.37 (-0.41%)
VolumeN/A
CapitalizationN/A
JMCRX vs VSIAX Comparison Chart
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JMCRX vs. VSIAX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. JMCRX (31.2M). 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 (29.94) and JMCRX (29.40) have marching annual gain over last year. VSIAX return over 5 years is better than : 59.96 vs. JMCRX (42.67).
| 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 | 13.827 | 17.342 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2M | 57.6B | 0% |
| Annual Yield % from dividends | 0.60 | 2.01 | 30% |
| Returns for 1 year | 29.40 | 29.94 | 98% |
| Returns for 3 years | 8.00 | 15.20 | 53% |
| Returns for 5 years | 42.67 | 59.96 | 71% |
| Returns for 10 years | 38.48 | 112.55 | 34% |
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