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JFAIX vs VTSAX
JFAIX vs VTSAX Comparison
Open Charts JFAIX vs VTSAX
JHancock Fundamental All Cap Core R6
Price$33.13
Change-$2.21 (-6.25%)
VolumeN/A
Net Assets567.36M
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
JFAIX vs VTSAX Comparison Chart
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JFAIX vs. VTSAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. JFAIX (567M). 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 : 8.05 vs. JFAIX (5.81). JFAIX return over 5 years is better than : 146.78 vs. VTSAX (126.25).
| 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 | -8.160 | -3.990 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 1.81T | 0% |
| Annual Yield % from dividends | 0.42 | 1.35 | 31% |
| Returns for 1 year | 5.81 | 8.05 | 72% |
| Returns for 3 years | 19.86 | 21.03 | 94% |
| Returns for 5 years | 146.78 | 126.25 | 116% |
| Returns for 10 years | 132.58 | 167.38 | 79% |
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