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JFAIX vs VTSAX
JFAIX vs VTSAX Comparison
Open Charts JFAIX vs VTSAX
JHancock Fundamental All Cap Core R6
Price$39.07
Change+$0.40 (+1.03%)
VolumeN/A
Net Assets616.54M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
JFAIX vs VTSAX Comparison Chart
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JFAIX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. JFAIX (617M). VTSAX pays higher dividends than JFAIX: VTSAX (1.35) vs JFAIX (0.41). JFAIX was incepted earlier than VTSAX: JFAIX (10 years) vs VTSAX (24 years). JFAIX is a more actively managed with annual turnover of: 36.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JFAIX: VTSAX (3000) vs JFAIX (1000000). JFAIX annual gain was more profitable for investors over the last year : 27.51 vs. VTSAX (25.26). JFAIX return over 5 years is better than : 86.18 vs. VTSAX (76.10).
| JFAIX | VTSAX | JFAIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 1.533 | 2.241 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 617M | 1.78T | 0% |
| Annual Yield % from dividends | 0.41 | 1.35 | 30% |
| Returns for 1 year | 27.51 | 25.26 | 109% |
| Returns for 3 years | 30.36 | 28.96 | 105% |
| Returns for 5 years | 86.18 | 76.10 | 113% |
| Returns for 10 years | N/A | 195.63 | - |
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