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JFARX vs VTSMX
JFARX vs VTSMX Comparison
Open Charts JFARX vs VTSMX
JHancock Fundamental All Cap Core R4
Price$34.70
Change-$0.57 (-1.62%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$129.60
Change-$2.26 (-1.71%)
VolumeN/A
CapitalizationN/A
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JFARX vs VTSMX Comparison Chart
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JFARX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JFARX (521M). VTSMX pays higher dividends than JFARX: VTSMX (1.26) vs JFARX (0.29). JFARX was incepted earlier than VTSMX: JFARX (9 years) vs VTSMX (32 years). JFARX is a more actively managed with annual turnover of: 36.00 vs. VTSMX (2.00). JFARX has a lower initial minimum investment than VTSMX: JFARX (0) vs VTSMX (3000). JFARX annual gain was more profitable for investors over the last year : 25.69 vs. VTSMX (22.23). JFARX return over 5 years is better than : 94.48 vs. VTSMX (79.35).
| JFARX | VTSMX | JFARX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 14.290 | 14.233 | 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 | 1.26 | 23% |
| Returns for 1 year | 25.69 | 22.23 | 116% |
| Returns for 3 years | 11.13 | 15.97 | 70% |
| Returns for 5 years | 94.48 | 79.35 | 119% |
| Returns for 10 years | N/A | 172.85 | - |
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