Ad is loading...
JSCBX vs VSIIX
JSCBX vs VSIIX Comparison
Open Charts JSCBX vs VSIIX
JHancock Small Cap Value I
Price$18.58
Change-$0.19 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JSCBX vs VSIIX Comparison Chart
Loading...
JSCBX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. JSCBX (576M). 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 : 21.77 vs. JSCBX (7.69). VSIIX return over 5 years is better than : 55.85 vs. JSCBX (-8.91).
| 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 | 6.961 | 10.459 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 576M | 57.3B | 1% |
| Annual Yield % from dividends | 0.65 | 2.02 | 32% |
| Returns for 1 year | 7.69 | 21.77 | 35% |
| Returns for 3 years | -20.93 | 17.80 | -118% |
| Returns for 5 years | -8.91 | 55.85 | -16% |
| Returns for 10 years | 0.23 | 102.79 | 0% |
View a ticker or compare two or three
VS
VS
Ad is loading...