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JORSX vs VSMAX
JORSX vs VSMAX Comparison
Open Charts JORSX vs VSMAX
JHancock Small Cap Core R6
Price$17.16
Change-$0.40 (-2.28%)
VolumeN/A
Net Assets2.15B
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
JORSX vs VSMAX Comparison Chart
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JORSX vs. VSMAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JORSX (2.15B). VSMAX pays higher dividends than JORSX: VSMAX (1.42) vs JORSX (0.21). JORSX was incepted earlier than VSMAX: JORSX (7 years) vs VSMAX (24 years). 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 : 11.25 vs. JORSX (8.59). VSMAX return over 5 years is better than : 44.48 vs. JORSX (36.73).
| JORSX | VSMAX | JORSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -0.579 | -0.304 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 161B | 1% |
| Annual Yield % from dividends | 0.21 | 1.42 | 15% |
| Returns for 1 year | 8.59 | 11.25 | 76% |
| Returns for 3 years | 10.16 | 18.86 | 54% |
| Returns for 5 years | 36.73 | 44.48 | 83% |
| Returns for 10 years | N/A | 105.78 | - |
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