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JFCAX vs VTSMX
JFCAX vs VTSMX Comparison
Open Charts JFCAX vs VTSMX
JHancock Fundamental All Cap Core A
Price$35.81
Change-$0.36 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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JFCAX vs VTSMX Comparison Chart
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JFCAX vs. VTSMX commentary
Sep 21, 2024
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JFCAX (559M). VTSMX pays higher dividends than JFCAX: VTSMX (1.26) vs JFCAX (0.12). JFCAX was incepted earlier than VTSMX: JFCAX (13 years) vs VTSMX (32 years). JFCAX is a more actively managed with annual turnover of: 36.00 vs. VTSMX (2.00). JFCAX has a lower initial minimum investment than VTSMX: JFCAX (1000) vs VTSMX (3000). JFCAX annual gain was more profitable for investors over the last year : 35.77 vs. VTSMX (31.53). JFCAX return over 5 years is better than : 96.04 vs. VTSMX (85.64).
| JFCAX | VTSMX | JFCAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 18.773 | 18.617 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 559M | 1.72T | 0% |
| Annual Yield % from dividends | 0.12 | 1.26 | 9% |
| Returns for 1 year | 35.77 | 31.53 | 113% |
| Returns for 3 years | 18.57 | 25.35 | 73% |
| Returns for 5 years | 96.04 | 85.64 | 112% |
| Returns for 10 years | 142.11 | 187.59 | 76% |
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