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JFARX vs VSMPX
JFARX vs VSMPX Comparison
Open Charts JFARX vs VSMPX
JHancock Fundamental All Cap Core R4
Price$34.44
Change+$0.44 (+1.29%)
VolumeN/A
Net Assets555.97M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
JFARX vs VSMPX Comparison Chart
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JFARX vs. VSMPX commentary
May 09, 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 JFARX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. JFARX (556M). VSMPX pays higher dividends than JFARX: VSMPX (1.37) vs JFARX (0.29). JFARX was incepted earlier than VSMPX: JFARX (10 years) vs VSMPX (10 years). JFARX (1.14) is less costly to investors than VSMPX (0.02). JFARX is a more actively managed with annual turnover of: 12.00 vs. VSMPX (2.00). JFARX has a lower initial minimum investment than VSMPX: JFARX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.86 vs. JFARX (1.61). VSMPX (88.00) and JFARX (84.53) have equivalent 5 years return.
| JFARX | VSMPX | JFARX / VSMPX | |
| Total Expense Ratio | 0.97 | 0.02 | 4,850% |
| Annual Report Gross Expense Ratio | 1.14 | 0.02 | 5,700% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | -11.228 | -4.649 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 556M | 1.72T | 0% |
| Annual Yield % from dividends | 0.29 | 1.37 | 21% |
| Returns for 1 year | 1.61 | 7.86 | 20% |
| Returns for 3 years | 29.94 | 39.43 | 76% |
| Returns for 5 years | 84.53 | 88.00 | 96% |
| Returns for 10 years | 114.03 | 155.00 | 74% |
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