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JFAIX vs VTSMX
JFAIX vs VTSMX Comparison
Open Charts JFAIX vs VTSMX
JHancock Fundamental All Cap Core R6
Price$40.43
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets616.05M
Vanguard Total Stock Mkt Idx I
Price$158.36
Change-$0.18 (-0.11%)
VolumeN/A
Net Assets1.95T
JFAIX vs VTSMX Comparison Chart in %
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JFAIX vs. VTSMX commentary
Sep 17, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. JFAIX (616M). VTSMX pays higher dividends than JFAIX: VTSMX (1.07) vs JFAIX (0.37). JFAIX was incepted earlier than VTSMX: JFAIX (10 years) vs VTSMX (33 years). JFAIX (0.79) is less costly to investors than VTSMX (0.14). JFAIX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JFAIX: VTSMX (3000) vs JFAIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 17.42 vs. JFAIX (10.66). VTSMX return over 5 years is better than : 91.58 vs. JFAIX (83.05).
| JFAIX | VTSMX | JFAIX / VTSMX | |
| Total Expense Ratio | 0.72 | 0.14 | 514% |
| Annual Report Gross Expense Ratio | 0.79 | 0.14 | 564% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 5.016 | 12.487 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 616M | 1.95T | 0% |
| Annual Yield % from dividends | 0.37 | 1.07 | 35% |
| Returns for 1 year | 10.66 | 17.42 | 61% |
| Returns for 3 years | 62.53 | 67.85 | 92% |
| Returns for 5 years | 83.05 | 91.58 | 91% |
| Returns for 10 years | 168.20 | 231.82 | 73% |
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