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JMCRX vs VSIIX
JMCRX vs VSIIX Comparison
Open Charts JMCRX vs VSIIX
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
JMCRX vs VSIIX Comparison Chart
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VS
VS
JMCRX vs. VSIIX commentary
Jun 15, 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: 54B vs. JMCRX (25.5M). VSIIX pays higher dividends than JMCRX: VSIIX (2.24) 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 (10.00). 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 : 5.50 vs. JMCRX (-3.48). VSIIX return over 5 years is better than : 83.58 vs. JMCRX (62.28).
| 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 | -7.076 | -2.759 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.5M | 54B | 0% |
| Annual Yield % from dividends | 0.00 | 2.24 | - |
| Returns for 1 year | -3.48 | 5.50 | -63% |
| Returns for 3 years | 19.68 | 28.24 | 70% |
| Returns for 5 years | 62.28 | 83.58 | 75% |
| Returns for 10 years | 33.01 | 83.45 | 40% |
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