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JFARX vs VTSMX
JFARX vs VTSMX Comparison
Open Charts JFARX vs VTSMX
JHancock Fundamental All Cap Core R4
Price$38.38
Change-$0.20 (-0.52%)
VolumeN/A
Net Assets608.52M
Vanguard Total Stock Mkt Idx I
Price$149.45
Change-$0.63 (-0.42%)
VolumeN/A
Net Assets1.91T
JFARX vs VTSMX Comparison Chart in %
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JFARX vs. VTSMX commentary
Jul 13, 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: 1.91T vs. JFARX (609M). VTSMX pays higher dividends than JFARX: VTSMX (1.12) 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 : 12.70 vs. JFARX (8.65). VTSMX return over 5 years is better than : 92.31 vs. JFARX (83.72).
| 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 | 1.446 | 6.485 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 1.91T | 0% |
| Annual Yield % from dividends | 0.25 | 1.12 | 23% |
| Returns for 1 year | 8.65 | 12.70 | 68% |
| Returns for 3 years | 61.34 | 62.32 | 98% |
| Returns for 5 years | 83.72 | 92.31 | 91% |
| Returns for 10 years | 140.80 | 192.56 | 73% |
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