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JMCRX vs VSIIX
JMCRX vs VSIIX Comparison
Open Charts JMCRX vs VSIIX
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
JMCRX vs VSIIX Comparison Chart
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VS
VS
JMCRX vs. VSIIX commentary
Feb 23, 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. JMCRX (27.5M). VSIIX pays higher dividends than JMCRX: VSIIX (2.02) vs JMCRX (0.60). JMCRX was incepted earlier than VSIIX: JMCRX (15 years) vs VSIIX (25 years). VSIIX is a more actively managed with annual turnover of: 16.00 vs. JMCRX (5.00). JMCRX has a lower initial minimum investment than VSIIX: JMCRX (10000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 9.99 vs. JMCRX (3.36). VSIIX return over 5 years is better than : 47.63 vs. JMCRX (35.16).
| JMCRX | VSIIX | JMCRX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | -2.700 | -0.294 | 918% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 60.2B | 0% |
| Annual Yield % from dividends | 0.60 | 2.02 | 30% |
| Returns for 1 year | 3.36 | 9.99 | 34% |
| Returns for 3 years | 14.40 | 17.99 | 80% |
| Returns for 5 years | 35.16 | 47.63 | 74% |
| Returns for 10 years | 42.71 | 90.58 | 47% |