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JFAIX vs VTSAX
JFAIX vs VTSAX Comparison
Open Charts JFAIX vs VTSAX
JHancock Fundamental All Cap Core R6
Price$33.87
Change+$0.82 (+2.48%)
VolumeN/A
Net Assets530.25M
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
JFAIX vs VTSAX Comparison Chart
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JFAIX vs. VTSAX commentary
Apr 25, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. JFAIX (530M). VTSAX pays higher dividends than JFAIX: VTSAX (1.35) vs JFAIX (0.42). JFAIX was incepted earlier than VTSAX: JFAIX (10 years) vs VTSAX (24 years). JFAIX (0.79) is less costly to investors than VTSAX (0.04). JFAIX is a more actively managed with annual turnover of: 12.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JFAIX: VTSAX (3000) vs JFAIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 5.27 vs. JFAIX (1.62). JFAIX return over 5 years is better than : 95.00 vs. VTSAX (86.80).
| JFAIX | VTSAX | JFAIX / VTSAX | |
| Total Expense Ratio | 0.72 | 0.04 | 1,800% |
| Annual Report Gross Expense Ratio | 0.79 | 0.04 | 1,975% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -14.111 | -9.019 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 1.7T | 0% |
| Annual Yield % from dividends | 0.42 | 1.35 | 31% |
| Returns for 1 year | 1.62 | 5.27 | 31% |
| Returns for 3 years | 21.54 | 22.59 | 95% |
| Returns for 5 years | 95.00 | 86.80 | 109% |
| Returns for 10 years | 112.42 | 150.71 | 75% |
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