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JMCRX vs VSIIX
JMCRX vs VSIIX Comparison
Open Charts JMCRX vs VSIIX
Vanguard Small Cap Value Index I
Price$51.38
Change+$0.68 (+1.34%)
VolumeN/A
CapitalizationN/A
JMCRX vs VSIIX Comparison Chart
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VS
VS
JMCRX vs. VSIIX commentary
Nov 23, 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 (30.3M). 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 (30.12) and JMCRX (28.90) have marching annual gain over last year. VSIIX return over 5 years is better than : 62.33 vs. JMCRX (46.28).
| 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 | 14.265 | 17.792 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3M | 57.6B | 0% |
| Annual Yield % from dividends | 0.60 | 2.02 | 30% |
| Returns for 1 year | 28.90 | 30.12 | 96% |
| Returns for 3 years | 10.28 | 17.00 | 60% |
| Returns for 5 years | 46.28 | 62.33 | 74% |
| Returns for 10 years | 36.19 | 110.51 | 33% |