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JFARX vs VTSAX
JFARX vs VTSAX Comparison
Open Charts JFARX vs VTSAX
JHancock Fundamental All Cap Core R4
Price$34.44
Change+$0.44 (+1.29%)
VolumeN/A
Net Assets555.97M
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
JFARX vs VTSAX Comparison Chart
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JFARX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. JFARX (556M). VTSAX pays higher dividends than JFARX: VTSAX (1.36) vs JFARX (0.29). JFARX was incepted earlier than VTSAX: JFARX (10 years) vs VTSAX (25 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 : 7.85 vs. JFARX (1.61). VTSAX (87.93) and JFARX (84.53) have equivalent 5 years return.
| 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 | 25 years | - |
| Gain YTD | -11.228 | -4.657 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 556M | 1.72T | 0% |
| Annual Yield % from dividends | 0.29 | 1.36 | 21% |
| Returns for 1 year | 1.61 | 7.85 | 20% |
| Returns for 3 years | 29.94 | 39.39 | 76% |
| Returns for 5 years | 84.53 | 87.93 | 96% |
| Returns for 10 years | 114.03 | 163.37 | 70% |
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