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JFAIX vs VTSMX
JFAIX vs VTSMX Comparison
Open Charts JFAIX vs VTSMX
JHancock Fundamental All Cap Core R6
Price$35.13
Change-$0.58 (-1.62%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$129.60
Change-$2.26 (-1.71%)
VolumeN/A
CapitalizationN/A
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JFAIX vs VTSMX Comparison Chart
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JFAIX vs. VTSMX commentary
Sep 08, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JFAIX (521M). VTSMX pays higher dividends than JFAIX: VTSMX (1.26) vs JFAIX (0.41). JFAIX was incepted earlier than VTSMX: JFAIX (9 years) vs VTSMX (32 years). JFAIX is a more actively managed with annual turnover of: 36.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JFAIX: VTSMX (3000) vs JFAIX (1000000). JFAIX annual gain was more profitable for investors over the last year : 25.90 vs. VTSMX (22.23). JFAIX return over 5 years is better than : 96.23 vs. VTSMX (79.35).
| JFAIX | VTSMX | JFAIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 14.455 | 14.233 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 521M | 1.72T | 0% |
| Annual Yield % from dividends | 0.41 | 1.26 | 32% |
| Returns for 1 year | 25.90 | 22.23 | 116% |
| Returns for 3 years | 11.78 | 15.97 | 74% |
| Returns for 5 years | 96.23 | 79.35 | 121% |
| Returns for 10 years | N/A | 172.85 | - |
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