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JSCBX vs VSIIX
JSCBX vs VSIIX Comparison
Open Charts JSCBX vs VSIIX
JHancock Small Cap Value I
Price$16.85
Change+$0.12 (+0.72%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.09
Change+$0.36 (+0.75%)
VolumeN/A
CapitalizationN/A
JSCBX vs VSIIX Comparison Chart
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JSCBX vs. VSIIX commentary
Dec 25, 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 Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. JSCBX (543M). 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 : 11.43 vs. JSCBX (-2.71). VSIIX return over 5 years is better than : 48.55 vs. JSCBX (-20.40).
| 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 | -2.317 | 11.504 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 543M | 63B | 1% |
| Annual Yield % from dividends | 0.65 | 2.02 | 32% |
| Returns for 1 year | -2.71 | 11.43 | -24% |
| Returns for 3 years | -23.63 | 14.74 | -160% |
| Returns for 5 years | -20.40 | 48.55 | -42% |
| Returns for 10 years | -11.02 | 96.18 | -11% |
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