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JMCRX vs VSIIX
JMCRX vs VSIIX Comparison
Open Charts JMCRX vs VSIIX
Vanguard Small Cap Value Index I
Price$45.09
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets51.69B
JMCRX vs VSIIX Comparison Chart
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VS
VS
JMCRX vs. VSIIX commentary
May 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. JMCRX (25M). VSIIX pays higher dividends than JMCRX: VSIIX (2.35) vs JMCRX (0.00). JMCRX was incepted earlier than VSIIX: JMCRX (15 years) vs VSIIX (25 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 : 0.53 vs. JMCRX (-8.56). VSIIX return over 5 years is better than : 90.20 vs. JMCRX (63.86).
| 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 | 25 years | - |
| Gain YTD | -9.544 | -5.052 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25M | 51.7B | 0% |
| Annual Yield % from dividends | 0.00 | 2.35 | - |
| Returns for 1 year | -8.56 | 0.53 | -1,626% |
| Returns for 3 years | 13.93 | 18.66 | 75% |
| Returns for 5 years | 63.86 | 90.20 | 71% |
| Returns for 10 years | 31.36 | 78.52 | 40% |
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