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JSCAX vs VSIIX
JSCAX vs VSIIX Comparison
Open Charts JSCAX vs VSIIX
JHancock Small Cap Value A
Price$18.06
Change-$0.72 (-3.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
JSCAX vs VSIIX Comparison Chart
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JSCAX vs. VSIIX commentary
Dec 19, 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 JSCAX is a Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. JSCAX (564M). VSIIX pays higher dividends than JSCAX: VSIIX (2.02) vs JSCAX (0.39). JSCAX was incepted earlier than VSIIX: JSCAX (11 years) vs VSIIX (25 years). JSCAX is a more actively managed with annual turnover of: 49.00 vs. VSIIX (16.00). JSCAX has a lower initial minimum investment than VSIIX: JSCAX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 16.22 vs. JSCAX (0.78). VSIIX return over 5 years is better than : 52.86 vs. JSCAX (-11.49).
| JSCAX | VSIIX | JSCAX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 9.123 | 15.027 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 564M | 63B | 1% |
| Annual Yield % from dividends | 0.39 | 2.02 | 19% |
| Returns for 1 year | 0.78 | 16.22 | 5% |
| Returns for 3 years | -12.92 | 20.66 | -63% |
| Returns for 5 years | -11.49 | 52.86 | -22% |
| Returns for 10 years | -5.14 | 105.75 | -5% |