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JORSX vs VSMAX
JORSX vs VSMAX Comparison
Open Charts JORSX vs VSMAX
JHancock Small Cap Core R6
Price$16.86
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets2.14B
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
JORSX vs VSMAX Comparison Chart in %
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JORSX vs. VSMAX commentary
Sep 09, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JORSX (2.15B). VSMAX pays higher dividends than JORSX: VSMAX (1.31) vs JORSX (0.18). 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 : 13.64 vs. JORSX (3.49). VSMAX return over 5 years is better than : 66.80 vs. JORSX (35.20).
| 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 | -2.317 | 6.527 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 161B | 1% |
| Annual Yield % from dividends | 0.18 | 1.31 | 14% |
| Returns for 1 year | 3.49 | 13.64 | 26% |
| Returns for 3 years | 21.35 | 39.35 | 54% |
| Returns for 5 years | 35.20 | 66.80 | 53% |
| Returns for 10 years | N/A | 132.90 | - |
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