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JCCIX vs VRTIX
JCCIX vs VRTIX Comparison
Open Charts JCCIX vs VRTIX
JHancock Small Cap Core I
Price$16.34
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets2.04B
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
JCCIX vs VRTIX Comparison Chart in %
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JCCIX vs. VRTIX commentary
Oct 19, 2025
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 JCCIX is a StrongBuy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. JCCIX (2.04B). VRTIX pays higher dividends than JCCIX: VRTIX (1.20) vs JCCIX (0.09). JCCIX was incepted earlier than VRTIX: JCCIX (12 years) vs VRTIX (15 years). JCCIX (0.99) is less costly to investors than VRTIX (0.07). JCCIX is a more actively managed with annual turnover of: 56.00 vs. VRTIX (12.00). JCCIX has a lower initial minimum investment than VRTIX: JCCIX (250000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 7.92 vs. JCCIX (-5.95). VRTIX return over 5 years is better than : 52.70 vs. JCCIX (25.78).
| JCCIX | VRTIX | JCCIX / VRTIX | |
| Total Expense Ratio | 0.98 | 0.07 | 1,400% |
| Annual Report Gross Expense Ratio | 0.99 | 0.07 | 1,414% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | -4.889 | 10.362 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 13.6B | 15% |
| Annual Yield % from dividends | 0.09 | 1.20 | 8% |
| Returns for 1 year | -5.95 | 7.92 | -75% |
| Returns for 3 years | 21.32 | 41.48 | 51% |
| Returns for 5 years | 25.78 | 52.70 | 49% |
| Returns for 10 years | 69.33 | 120.39 | 58% |