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JFARX vs VTSAX
JFARX vs VTSAX Comparison
Open Charts JFARX vs VTSAX
JHancock Fundamental All Cap Core R4
Price$31.09
Change-$1.64 (-5.01%)
VolumeN/A
Net Assets506.75M
Vanguard Total Stock Mkt Idx Adm
Price$120.94
Change-$7.55 (-5.88%)
VolumeN/A
Net Assets1.81T
JFARX vs VTSAX Comparison Chart
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JFARX vs. VTSAX commentary
Apr 06, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. JFARX (507M). VTSAX pays higher dividends than JFARX: VTSAX (1.35) vs JFARX (0.28). JFARX was incepted earlier than VTSAX: JFARX (10 years) vs VTSAX (24 years). JFARX (1.14) is less costly to investors than VTSAX (0.04). JFARX is a more actively managed with annual turnover of: 12.00 vs. VTSAX (2.00). JFARX has a lower initial minimum investment than VTSAX: JFARX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : -2.29 vs. JFARX (-4.71). JFARX return over 5 years is better than : 117.75 vs. VTSAX (102.14).
| JFARX | VTSAX | JFARX / VTSAX | |
| Total Expense Ratio | 0.97 | 0.04 | 2,425% |
| Annual Report Gross Expense Ratio | 1.14 | 0.04 | 2,850% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -18.249 | -14.218 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 507M | 1.81T | 0% |
| Annual Yield % from dividends | 0.28 | 1.35 | 21% |
| Returns for 1 year | -4.71 | -2.29 | 206% |
| Returns for 3 years | 8.16 | 9.70 | 84% |
| Returns for 5 years | 117.75 | 102.14 | 115% |
| Returns for 10 years | 103.51 | 139.53 | 74% |
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