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JFARX vs VTSAX
JFARX vs VTSAX Comparison
Open Charts JFARX vs VTSAX
JHancock Fundamental All Cap Core R4
Price$34.70
Change-$0.57 (-1.62%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$129.65
Change-$2.25 (-1.71%)
VolumeN/A
CapitalizationN/A
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JFARX vs VTSAX Comparison Chart
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JFARX vs. VTSAX 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 JFARX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. JFARX (521M). VTSAX pays higher dividends than JFARX: VTSAX (1.35) vs JFARX (0.29). JFARX was incepted earlier than VTSAX: JFARX (9 years) vs VTSAX (24 years). JFARX is a more actively managed with annual turnover of: 36.00 vs. VTSAX (2.00). JFARX has a lower initial minimum investment than VTSAX: JFARX (0) vs VTSAX (3000). JFARX annual gain was more profitable for investors over the last year : 25.69 vs. VTSAX (22.24). JFARX return over 5 years is better than : 94.48 vs. VTSAX (79.35).
| JFARX | VTSAX | JFARX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 14.290 | 14.262 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 521M | 1.72T | 0% |
| Annual Yield % from dividends | 0.29 | 1.35 | 22% |
| Returns for 1 year | 25.69 | 22.24 | 116% |
| Returns for 3 years | 11.13 | 15.98 | 70% |
| Returns for 5 years | 94.48 | 79.35 | 119% |
| Returns for 10 years | N/A | 173.57 | - |