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JSCBX vs VISVX
JSCBX vs VISVX Comparison
Open Charts JSCBX vs VISVX
JHancock Small Cap Value I
Price$19.18
Change-$0.22 (-1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.97
Change-$0.46 (-0.91%)
VolumeN/A
CapitalizationN/A
JSCBX vs VISVX Comparison Chart
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JSCBX vs. VISVX commentary
Nov 15, 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 JSCBX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. JSCBX (582M). VISVX pays higher dividends than JSCBX: VISVX (1.90) vs JSCBX (0.65). JSCBX was incepted earlier than VISVX: JSCBX (11 years) vs VISVX (27 years). JSCBX is a more actively managed with annual turnover of: 49.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than JSCBX: VISVX (3000) vs JSCBX (250000). VISVX annual gain was more profitable for investors over the last year : 29.91 vs. JSCBX (13.56). VISVX return over 5 years is better than : 59.86 vs. JSCBX (-8.13).
| JSCBX | VISVX | JSCBX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 12.529 | 17.294 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 57.6B | 1% |
| Annual Yield % from dividends | 0.65 | 1.90 | 34% |
| Returns for 1 year | 13.56 | 29.91 | 45% |
| Returns for 3 years | -24.76 | 15.16 | -163% |
| Returns for 5 years | -8.13 | 59.86 | -14% |
| Returns for 10 years | 1.11 | 111.98 | 1% |