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JFARX vs VTSMX
JFARX vs VTSMX Comparison
Open Charts JFARX vs VTSMX
JHancock Fundamental All Cap Core R4
Price$39.75
Change-$0.47 (-1.17%)
VolumeN/A
Net Assets615.28M
Vanguard Total Stock Mkt Idx I
Price$157.81
Change-$0.24 (-0.15%)
VolumeN/A
Net Assets1.95T
JFARX vs VTSMX Comparison Chart in %
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JFARX vs. VTSMX commentary
Sep 15, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. JFARX (615M). VTSMX pays higher dividends than JFARX: VTSMX (1.07) vs JFARX (0.24). 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 : 17.94 vs. JFARX (12.00). VTSMX return over 5 years is better than : 92.53 vs. JFARX (81.56).
| 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 | 4.523 | 11.969 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 615M | 1.95T | 0% |
| Annual Yield % from dividends | 0.24 | 1.07 | 23% |
| Returns for 1 year | 12.00 | 17.94 | 67% |
| Returns for 3 years | 58.27 | 64.44 | 90% |
| Returns for 5 years | 81.56 | 92.53 | 88% |
| Returns for 10 years | 161.05 | 227.45 | 71% |
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