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JSCBX vs VSIIX
JSCBX vs VSIIX Comparison
Open Charts JSCBX vs VSIIX
JHancock Small Cap Value I
Price$19.18
Change-$0.22 (-1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.05
Change-$0.46 (-0.91%)
VolumeN/A
CapitalizationN/A
JSCBX vs VSIIX Comparison Chart
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VS
VS
JSCBX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. JSCBX (582M). VSIIX pays higher dividends than JSCBX: VSIIX (2.02) vs JSCBX (0.65). JSCBX was incepted earlier than VSIIX: JSCBX (11 years) vs VSIIX (25 years). JSCBX is a more actively managed with annual turnover of: 49.00 vs. VSIIX (16.00). JSCBX has a lower initial minimum investment than VSIIX: JSCBX (250000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 29.93 vs. JSCBX (13.56). VSIIX return over 5 years is better than : 60.02 vs. JSCBX (-8.13).
| JSCBX | VSIIX | JSCBX / 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 | 12.529 | 17.351 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 57.6B | 1% |
| Annual Yield % from dividends | 0.65 | 2.02 | 32% |
| Returns for 1 year | 13.56 | 29.93 | 45% |
| Returns for 3 years | -24.76 | 15.23 | -163% |
| Returns for 5 years | -8.13 | 60.02 | -14% |
| Returns for 10 years | 1.11 | 112.62 | 1% |
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