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JMIGX vs VSMAX
JMIGX vs VSMAX Comparison
Open Charts JMIGX vs VSMAX
Jacob Discovery Fd Instl
Price$24.21
Change-$0.53 (-2.14%)
VolumeN/A
Net Assets12.87M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
JMIGX vs VSMAX Comparison Chart
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JMIGX vs. VSMAX commentary
Jun 16, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JMIGX (12.9M). VSMAX pays higher dividends than JMIGX: VSMAX (1.48) vs JMIGX (0.00). JMIGX was incepted earlier than VSMAX: JMIGX (27 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 : 5.22 vs. JMIGX (-1.10). VSMAX return over 5 years is better than : 63.38 vs. JMIGX (10.26).
| 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 | 27 years | 25 years | - |
| Gain YTD | -9.019 | -4.364 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | -1.10 | 5.22 | -21% |
| Returns for 3 years | 6.79 | 31.37 | 22% |
| Returns for 5 years | 10.26 | 63.38 | 16% |
| Returns for 10 years | 26.69 | 93.38 | 29% |
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