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JFCAX vs VSMPX
JFCAX vs VSMPX Comparison
Open Charts JFCAX vs VSMPX
JHancock Fundamental All Cap Core A
Price$31.87
Change+$0.53 (+1.69%)
VolumeN/A
Net Assets521.06M
Vanguard Total Stock Mkt Idx Instl Pls
Price$240.65
Change+$3.98 (+1.68%)
VolumeN/A
Net Assets1.7T
JFCAX vs VSMPX Comparison Chart
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JFCAX vs. VSMPX commentary
Apr 24, 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 JFCAX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. JFCAX (521M). VSMPX pays higher dividends than JFCAX: VSMPX (1.37) vs JFCAX (0.06). JFCAX was incepted earlier than VSMPX: JFCAX (14 years) vs VSMPX (10 years). JFCAX (1.20) is less costly to investors than VSMPX (0.02). JFCAX is a more actively managed with annual turnover of: 12.00 vs. VSMPX (2.00). JFCAX has a lower initial minimum investment than VSMPX: JFCAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 3.53 vs. JFCAX (-0.64). JFCAX (87.23) and VSMPX (83.75) have equivalent 5 years return.
| JFCAX | VSMPX | JFCAX / VSMPX | |
| Total Expense Ratio | 1.13 | 0.02 | 5,650% |
| Annual Report Gross Expense Ratio | 1.20 | 0.02 | 6,000% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -15.639 | -10.520 | 149% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 521M | 1.7T | 0% |
| Annual Yield % from dividends | 0.06 | 1.37 | 5% |
| Returns for 1 year | -0.64 | 3.53 | -18% |
| Returns for 3 years | 18.80 | 21.38 | 88% |
| Returns for 5 years | 87.23 | 83.75 | 104% |
| Returns for 10 years | 98.87 | N/A | - |