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JORSX vs VSMAX
JORSX vs VSMAX Comparison
Open Charts JORSX vs VSMAX
JHancock Small Cap Core R6
Price$14.64
Change-$1.26 (-7.92%)
VolumeN/A
Net Assets2.14B
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
JORSX vs VSMAX Comparison Chart
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JORSX vs. VSMAX commentary
Apr 04, 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 JORSX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. JORSX (2.14B). VSMAX pays higher dividends than JORSX: VSMAX (1.52) vs JORSX (0.19). JORSX was incepted earlier than VSMAX: JORSX (8 years) vs VSMAX (24 years). JORSX (0.88) is less costly to investors than VSMAX (0.05). JORSX is a more actively managed with annual turnover of: 56.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than JORSX: VSMAX (3000) vs JORSX (1000000). VSMAX annual gain was more profitable for investors over the last year : 1.20 vs. JORSX (-0.95). VSMAX return over 5 years is better than : 115.95 vs. JORSX (85.48).
| JORSX | VSMAX | JORSX / VSMAX | |
| Total Expense Ratio | 0.87 | 0.05 | 1,740% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -7.879 | -5.824 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 153B | 1% |
| Annual Yield % from dividends | 0.19 | 1.52 | 13% |
| Returns for 1 year | -0.95 | 1.20 | -79% |
| Returns for 3 years | -3.60 | 6.53 | -55% |
| Returns for 5 years | 85.48 | 115.95 | 74% |
| Returns for 10 years | N/A | 91.10 | - |
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