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JFAIX vs VTSMX
JFAIX vs VTSMX Comparison
Open Charts JFAIX vs VTSMX
JHancock Fundamental All Cap Core R6
Price$38.55
Change+$0.18 (+0.47%)
VolumeN/A
Net Assets589.55M
Vanguard Total Stock Mkt Idx I
Price$152.31
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
JFAIX vs VTSMX Comparison Chart in %
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JFAIX vs. VTSMX commentary
Aug 10, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JFAIX (590M). VTSMX pays higher dividends than JFAIX: VTSMX (1.09) vs JFAIX (0.38). 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 : 18.89 vs. JFAIX (11.45). VTSMX return over 5 years is better than : 83.74 vs. JFAIX (71.65).
| 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 | -0.286 | 7.350 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 590M | 1.91T | 0% |
| Annual Yield % from dividends | 0.38 | 1.09 | 35% |
| Returns for 1 year | 11.45 | 18.89 | 61% |
| Returns for 3 years | 42.03 | 50.92 | 83% |
| Returns for 5 years | 71.65 | 83.74 | 86% |
| Returns for 10 years | 141.72 | 199.27 | 71% |