Ad is loading...
JFARX vs VTSMX
JFARX vs VTSMX Comparison
Open Charts JFARX vs VTSMX
JHancock Fundamental All Cap Core R4
Price$34.44
Change+$0.44 (+1.29%)
VolumeN/A
Net Assets555.97M
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
JFARX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JFARX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JFARX (556M). VTSMX pays higher dividends than JFARX: VTSMX (1.26) vs JFARX (0.29). 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 : 7.85 vs. JFARX (1.61). VTSMX (87.92) and JFARX (84.53) have equivalent 5 years return.
| 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 | -11.228 | -4.660 | 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 | 1.26 | 23% |
| Returns for 1 year | 1.61 | 7.85 | 21% |
| Returns for 3 years | 29.94 | 39.37 | 76% |
| Returns for 5 years | 84.53 | 87.92 | 96% |
| Returns for 10 years | 114.03 | 162.78 | 70% |
View a ticker or compare two or three
VS
VS
Ad is loading...