Interact to see
Advertisement
Advertisement
JFARX vs VTSMX
JFARX vs VTSMX Comparison
Open Charts JFARX vs VTSMX
JHancock Fundamental All Cap Core R4
Price$39.69
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets610.23M
Vanguard Total Stock Mkt Idx I
Price$155.77
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
JFARX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFARX vs. VTSMX commentary
Aug 29, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JFARX (610M). VTSMX pays higher dividends than JFARX: VTSMX (1.09) vs JFARX (0.25). JFARX was incepted earlier than VTSMX: JFARX (10 years) vs VTSMX (33 years). JFARX (1.14) is less costly to investors than VTSMX (0.14). JFARX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (2.00). JFARX has a lower initial minimum investment than VTSMX: JFARX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 15.91 vs. JFARX (10.06). VTSMX return over 5 years is better than : 80.22 vs. JFARX (70.85).
| JFARX | VTSMX | JFARX / VTSMX | |
| Total Expense Ratio | 0.97 | 0.14 | 693% |
| Annual Report Gross Expense Ratio | 1.14 | 0.14 | 814% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 4.207 | 10.125 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 1.91T | 0% |
| Annual Yield % from dividends | 0.25 | 1.09 | 23% |
| Returns for 1 year | 10.06 | 15.91 | 63% |
| Returns for 3 years | 53.07 | 58.13 | 91% |
| Returns for 5 years | 70.85 | 80.22 | 88% |
| Returns for 10 years | 160.43 | 223.55 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| WIA | 8.48 | 0.07 | +0.83% |
| Western Asset Inflation-Linked Income Fund | |||
| NMB | 24.30 | 0.05 | +0.21% |
| Simplify National Muni Bond ETF | |||
| AHYB | 46.79 | 0.01 | +0.02% |
| American Century® Select High Yield ETF | |||
| CHY | 10.88 | N/A | N/A |
| Calamos Convertible and High Income Fund | |||
| VNQ | 91.74 | -0.24 | -0.26% |
| Vanguard Real Estate ETF | |||