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JFAIX vs VSMPX
JFAIX vs VSMPX Comparison
Open Charts JFAIX vs VSMPX
JHancock Fundamental All Cap Core R6
Price$39.66
Change-$0.33 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$273.67
Change-$1.35 (-0.49%)
VolumeN/A
CapitalizationN/A
JFAIX vs VSMPX Comparison Chart
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JFAIX vs. VSMPX commentary
Dec 18, 2024
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 JFAIX is a Buy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. JFAIX (622M). VSMPX pays higher dividends than JFAIX: VSMPX (1.36) vs JFAIX (0.41). JFAIX was incepted earlier than VSMPX: JFAIX (10 years) vs VSMPX (10 years). JFAIX is a more actively managed with annual turnover of: 36.00 vs. VSMPX (2.00). JFAIX has a lower initial minimum investment than VSMPX: JFAIX (1000000) vs VSMPX (100000000). JFAIX (28.17) and VSMPX (26.92) have marching annual gain over last year. JFAIX return over 5 years is better than : 97.70 vs. VSMPX (84.20).
| JFAIX | VSMPX | JFAIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 27.115 | 26.405 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 1.84T | 0% |
| Annual Yield % from dividends | 0.41 | 1.36 | 30% |
| Returns for 1 year | 28.17 | 26.92 | 105% |
| Returns for 3 years | 28.13 | 27.92 | 101% |
| Returns for 5 years | 97.70 | 84.20 | 116% |
| Returns for 10 years | N/A | N/A | - |
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