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JFARX vs VSMPX
JFARX vs VSMPX Comparison
Open Charts JFARX vs VSMPX
JHancock Fundamental All Cap Core R4
Price$39.18
Change+$0.38 (+0.98%)
VolumeN/A
Net Assets620.96M
Vanguard Total Stock Mkt Idx Instl Pls
Price$274.16
Change+$1.65 (+0.61%)
VolumeN/A
Net Assets1.78T
JFARX vs VSMPX Comparison Chart
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JFARX vs. VSMPX commentary
Jan 31, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. JFARX (621M). VSMPX pays higher dividends than JFARX: VSMPX (1.36) vs JFARX (0.29). JFARX was incepted earlier than VSMPX: JFARX (10 years) vs VSMPX (10 years). JFARX is a more actively managed with annual turnover of: 36.00 vs. VSMPX (2.00). JFARX has a lower initial minimum investment than VSMPX: JFARX (0) vs VSMPX (100000000). JFARX annual gain was more profitable for investors over the last year : 25.97 vs. VSMPX (24.51). JFARX return over 5 years is better than : 91.86 vs. VSMPX (83.13).
| JFARX | VSMPX | JFARX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 2.025 | 2.997 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 621M | 1.78T | 0% |
| Annual Yield % from dividends | 0.29 | 1.36 | 22% |
| Returns for 1 year | 25.97 | 24.51 | 106% |
| Returns for 3 years | 33.14 | 31.89 | 104% |
| Returns for 5 years | 91.86 | 83.13 | 110% |
| Returns for 10 years | N/A | N/A | - |