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JORSX vs VSMAX
JORSX vs VSMAX Comparison
Open Charts JORSX vs VSMAX
JHancock Small Cap Core R6
Price$17.10
Change-$0.17 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
JORSX vs VSMAX Comparison Chart
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JORSX vs. VSMAX commentary
Sep 21, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. JORSX (2.11B). 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 : 25.54 vs. JORSX (20.61). VSMAX return over 5 years is better than : 53.45 vs. JORSX (47.59).
| 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 | 8.571 | 10.898 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 149B | 1% |
| Annual Yield % from dividends | 0.21 | 1.42 | 15% |
| Returns for 1 year | 20.61 | 25.54 | 81% |
| Returns for 3 years | -2.79 | 8.91 | -31% |
| Returns for 5 years | 47.59 | 53.45 | 89% |
| Returns for 10 years | N/A | 121.55 | - |
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