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JMCRX vs VSIIX
JMCRX vs VSIIX Comparison
Open Charts JMCRX vs VSIIX
Vanguard Small Cap Value Index I
Price$48.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VS
VS
JMCRX vs VSIIX Comparison Chart
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JMCRX vs. VSIIX commentary
Sep 20, 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 StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. JMCRX (30M). 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). JMCRX annual gain was more profitable for investors over the last year : 29.07 vs. VSIIX (21.77). VSIIX return over 5 years is better than : 55.85 vs. JMCRX (42.37).
| 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 | 10.662 | 10.459 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30M | 57.3B | 0% |
| Annual Yield % from dividends | 0.60 | 2.02 | 30% |
| Returns for 1 year | 29.07 | 21.77 | 134% |
| Returns for 3 years | 21.58 | 17.80 | 121% |
| Returns for 5 years | 42.37 | 55.85 | 76% |
| Returns for 10 years | 37.01 | 102.79 | 36% |
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