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JORSX vs VSMAX
JORSX vs VSMAX Comparison
Open Charts JORSX vs VSMAX
JHancock Small Cap Core R6
Price$16.58
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets2.33B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
JORSX vs VSMAX Comparison Chart in %
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JORSX vs. VSMAX commentary
Jul 06, 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 JORSX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JORSX (2.34B). VSMAX pays higher dividends than JORSX: VSMAX (1.40) vs JORSX (0.19). JORSX was incepted earlier than VSMAX: JORSX (8 years) vs VSMAX (25 years). JORSX (0.88) is less costly to investors than VSMAX (0.05). JORSX is a more actively managed with annual turnover of: 56.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than JORSX: VSMAX (3000) vs JORSX (1000000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. JORSX (4.79). VSMAX return over 5 years is better than : 69.54 vs. JORSX (43.98).
| JORSX | VSMAX | JORSX / VSMAX | |
| Total Expense Ratio | 0.87 | 0.05 | 1,740% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -3.940 | 1.447 | -272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 148B | 2% |
| Annual Yield % from dividends | 0.19 | 1.40 | 13% |
| Returns for 1 year | 4.79 | 12.25 | 39% |
| Returns for 3 years | 21.51 | 37.95 | 57% |
| Returns for 5 years | 43.98 | 69.54 | 63% |
| Returns for 10 years | N/A | 109.34 | - |