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JORSX vs VSCIX
JORSX vs VSCIX Comparison
Open Charts JORSX vs VSCIX
JHancock Small Cap Core R6
Price$17.33
Change-$0.06 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.28
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
JORSX vs VSCIX Comparison Chart
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JORSX vs. VSCIX commentary
Dec 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 JORSX is a Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. JORSX (2.1B). VSCIX pays higher dividends than JORSX: VSCIX (1.43) vs JORSX (0.21). JORSX was incepted earlier than VSCIX: JORSX (7 years) vs VSCIX (27 years). JORSX is a more actively managed with annual turnover of: 56.00 vs. VSCIX (12.00). JORSX has a lower initial minimum investment than VSCIX: JORSX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 14.56 vs. JORSX (10.79). VSCIX return over 5 years is better than : 48.08 vs. JORSX (40.08).
| JORSX | VSCIX | JORSX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 10.225 | 14.069 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 167B | 1% |
| Annual Yield % from dividends | 0.21 | 1.43 | 15% |
| Returns for 1 year | 10.79 | 14.56 | 74% |
| Returns for 3 years | 5.39 | 10.65 | 51% |
| Returns for 5 years | 40.08 | 48.08 | 83% |
| Returns for 10 years | N/A | 115.99 | - |