JMCGX
Price
$24.53
Change
+$0.16 (+0.66%)
Updated
Jul 25 closing price
Net Assets
14.21M
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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JMCGX vs VSMAX

Header iconJMCGX vs VSMAX Comparison
Open Charts JMCGX vs VSMAXBanner chart's image
Jacob Discovery Fd I
Price$24.53
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets14.21M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JMCGX vs VSMAX Comparison Chart in %
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VS
JMCGX vs. VSMAX commentary
Jul 27, 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 JMCGX is a Buy and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. JMCGX (14.2M). VSMAX pays higher dividends than JMCGX: VSMAX (1.40) vs JMCGX (0.00). JMCGX was incepted earlier than VSMAX: JMCGX (24 years) vs VSMAX (25 years). JMCGX (2.93) is less costly to investors than VSMAX (0.05). JMCGX is a more actively managed with annual turnover of: 20.00 vs. VSMAX (13.00). JMCGX has a lower initial minimum investment than VSMAX: JMCGX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. JMCGX (7.54). VSMAX return over 5 years is better than : 66.87 vs. JMCGX (14.41).
JMCGXVSMAXJMCGX / VSMAX
Total Expense Ratio2.300.054,600%
Annual Report Gross Expense Ratio2.930.055,860%
Fund Existence24 years25 years-
Gain YTD2.8512.804102%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets14.2M153B0%
Annual Yield % from dividends0.001.40-
Returns for 1 year7.548.4989%
Returns for 3 years18.8534.2755%
Returns for 5 years14.4166.8722%
Returns for 10 years48.13115.2142%
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