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JMCRX vs VSIIX
JMCRX vs VSIIX Comparison
Open Charts JMCRX vs VSIIX
Vanguard Small Cap Value Index I
Price$49.44
Change+$0.15 (+0.30%)
VolumeN/A
Net Assets59.14B
JMCRX vs VSIIX Comparison Chart in %
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VS
VS
JMCRX vs. VSIIX commentary
Oct 18, 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 StrongBuy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.1B vs. JMCRX (26.9M). VSIIX pays higher dividends than JMCRX: VSIIX (2.01) vs JMCRX (0.00). JMCRX was incepted earlier than VSIIX: JMCRX (15 years) vs VSIIX (26 years). JMCRX (1.50) is less costly to investors than VSIIX (0.06). VSIIX is a more actively managed with annual turnover of: 16.00 vs. JMCRX (6.00). 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 : 0.72 vs. JMCRX (-6.30). VSIIX return over 5 years is better than : 75.42 vs. JMCRX (59.34).
| JMCRX | VSIIX | JMCRX / VSIIX | |
| Total Expense Ratio | 1.50 | 0.06 | 2,500% |
| Annual Report Gross Expense Ratio | 1.50 | 0.06 | 2,500% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 0.419 | 3.934 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9M | 59.1B | 0% |
| Annual Yield % from dividends | 0.00 | 2.01 | - |
| Returns for 1 year | -6.30 | 0.72 | -878% |
| Returns for 3 years | 34.18 | 35.84 | 95% |
| Returns for 5 years | 59.34 | 75.42 | 79% |
| Returns for 10 years | 42.17 | 109.01 | 39% |
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