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JMCRX vs VSIIX
JMCRX vs VSIIX Comparison
Open Charts JMCRX vs VSIIX
Vanguard Small Cap Value Index I
Price$50.51
Change-$0.21 (-0.41%)
VolumeN/A
CapitalizationN/A
JMCRX vs VSIIX Comparison Chart
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VS
VS
JMCRX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. JMCRX (31.2M). VSIIX pays higher dividends than JMCRX: VSIIX (2.02) vs JMCRX (0.60). JMCRX was incepted earlier than VSIIX: JMCRX (14 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 (29.93) and JMCRX (29.40) have marching annual gain over last year. VSIIX return over 5 years is better than : 60.02 vs. JMCRX (42.67).
| JMCRX | VSIIX | JMCRX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 13.827 | 17.351 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2M | 57.6B | 0% |
| Annual Yield % from dividends | 0.60 | 2.02 | 30% |
| Returns for 1 year | 29.40 | 29.93 | 98% |
| Returns for 3 years | 8.00 | 15.23 | 53% |
| Returns for 5 years | 42.67 | 60.02 | 71% |
| Returns for 10 years | 38.48 | 112.62 | 34% |