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JSCBX vs VSIAX
JSCBX vs VSIAX Comparison
Open Charts JSCBX vs VSIAX
JHancock Small Cap Value I
Price$18.77
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$86.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VS
VS
JSCBX vs VSIAX Comparison Chart
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JSCBX vs. VSIAX 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 JSCBX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. JSCBX (566M). VSIAX pays higher dividends than JSCBX: VSIAX (2.01) vs JSCBX (0.65). JSCBX was incepted earlier than VSIAX: JSCBX (11 years) vs VSIAX (13 years). JSCBX is a more actively managed with annual turnover of: 49.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than JSCBX: VSIAX (3000) vs JSCBX (250000). VSIAX annual gain was more profitable for investors over the last year : 21.77 vs. JSCBX (7.69). VSIAX return over 5 years is better than : 55.85 vs. JSCBX (-8.91).
| JSCBX | VSIAX | JSCBX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 6.961 | 10.460 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 57.3B | 1% |
| Annual Yield % from dividends | 0.65 | 2.01 | 32% |
| Returns for 1 year | 7.69 | 21.77 | 35% |
| Returns for 3 years | -20.93 | 17.82 | -117% |
| Returns for 5 years | -8.91 | 55.85 | -16% |
| Returns for 10 years | 0.23 | 102.73 | 0% |