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JMCRX vs VSIIX
JMCRX vs VSIIX Comparison
Open Charts JMCRX vs VSIIX
Vanguard Small Cap Value Index I
Price$50.65
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
JMCRX vs VSIIX Comparison Chart in %
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VS
VS
JMCRX vs. VSIIX commentary
Sep 07, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. JMCRX (28.1M). VSIIX pays higher dividends than JMCRX: VSIIX (1.98) 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 : 10.21 vs. JMCRX (1.68). VSIIX return over 5 years is better than : 86.40 vs. JMCRX (73.24).
| 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 | 4.190 | 6.695 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1M | 59.2B | 0% |
| Annual Yield % from dividends | 0.00 | 1.98 | - |
| Returns for 1 year | 1.68 | 10.21 | 16% |
| Returns for 3 years | 34.74 | 36.67 | 95% |
| Returns for 5 years | 73.24 | 86.40 | 85% |
| Returns for 10 years | 58.86 | 117.87 | 50% |
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