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JMIGX vs VSMAX
JMIGX vs VSMAX Comparison
Open Charts JMIGX vs VSMAX
Jacob Discovery Fd Instl
Price$25.31
Change+$0.31 (+1.24%)
VolumeN/A
Net Assets13.17M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
JMIGX vs VSMAX Comparison Chart in %
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JMIGX vs. VSMAX commentary
Jul 07, 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 JMIGX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JMIGX (13.2M). VSMAX pays higher dividends than JMIGX: VSMAX (1.40) vs JMIGX (0.00). JMIGX was incepted earlier than VSMAX: JMIGX (28 years) vs VSMAX (25 years). JMIGX (2.68) is less costly to investors than VSMAX (0.05). JMIGX is a more actively managed with annual turnover of: 20.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than JMIGX: VSMAX (3000) vs JMIGX (100000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. JMIGX (6.21). VSMAX return over 5 years is better than : 69.54 vs. JMIGX (8.43).
| JMIGX | VSMAX | JMIGX / VSMAX | |
| Total Expense Ratio | 2.00 | 0.05 | 4,000% |
| Annual Report Gross Expense Ratio | 2.68 | 0.05 | 5,360% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | -4.885 | 1.447 | -338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 6.21 | 12.25 | 51% |
| Returns for 3 years | 9.14 | 37.95 | 24% |
| Returns for 5 years | 8.43 | 69.54 | 12% |
| Returns for 10 years | 39.50 | 109.34 | 36% |
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