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JFAIX vs VSMPX
JFAIX vs VSMPX Comparison
Open Charts JFAIX vs VSMPX
JHancock Fundamental All Cap Core R6
Price$39.07
Change+$0.40 (+1.03%)
VolumeN/A
Net Assets616.54M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
JFAIX vs VSMPX Comparison Chart
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JFAIX vs. VSMPX commentary
Jan 19, 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 JFAIX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. JFAIX (617M). 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 annual gain was more profitable for investors over the last year : 27.51 vs. VSMPX (25.27). JFAIX return over 5 years is better than : 86.18 vs. VSMPX (76.14).
| 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 | 1.533 | 2.245 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 617M | 1.78T | 0% |
| Annual Yield % from dividends | 0.41 | 1.36 | 30% |
| Returns for 1 year | 27.51 | 25.27 | 109% |
| Returns for 3 years | 30.36 | 29.00 | 105% |
| Returns for 5 years | 86.18 | 76.14 | 113% |
| Returns for 10 years | N/A | N/A | - |