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JFAIX vs VTSAX
JFAIX vs VTSAX Comparison
Open Charts JFAIX vs VTSAX
JHancock Fundamental All Cap Core R6
Price$39.66
Change-$0.33 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$145.87
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
JFAIX vs VTSAX Comparison Chart
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JFAIX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. JFAIX (622M). 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 (28.17) and VTSAX (26.91) have marching annual gain over last year. JFAIX return over 5 years is better than : 97.70 vs. VTSAX (84.17).
| 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 | 27.115 | 26.390 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 1.84T | 0% |
| Annual Yield % from dividends | 0.41 | 1.35 | 30% |
| Returns for 1 year | 28.17 | 26.91 | 105% |
| Returns for 3 years | 28.13 | 27.89 | 101% |
| Returns for 5 years | 97.70 | 84.17 | 116% |
| Returns for 10 years | N/A | 192.77 | - |
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