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JFCIX vs VSMPX
JFCIX vs VSMPX Comparison
Open Charts JFCIX vs VSMPX
JHancock Fundamental All Cap Core I
Price$35.23
Change-$0.49 (-1.37%)
VolumeN/A
Net Assets574.78M
Vanguard Total Stock Mkt Idx Instl Pls
Price$260.25
Change-$1.66 (-0.63%)
VolumeN/A
Net Assets1.72T
JFCIX vs VSMPX Comparison Chart
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JFCIX vs. VSMPX commentary
May 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 JFCIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. JFCIX (575M). VSMPX pays higher dividends than JFCIX: VSMPX (1.37) vs JFCIX (0.34). JFCIX was incepted earlier than VSMPX: JFCIX (14 years) vs VSMPX (10 years). JFCIX (0.90) is less costly to investors than VSMPX (0.02). JFCIX is a more actively managed with annual turnover of: 12.00 vs. VSMPX (2.00). JFCIX has a lower initial minimum investment than VSMPX: JFCIX (250000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 9.74 vs. JFCIX (4.64). VSMPX (91.75) and JFCIX (89.34) have equivalent 5 years return.
| JFCIX | VSMPX | JFCIX / VSMPX | |
| Total Expense Ratio | 0.83 | 0.02 | 4,150% |
| Annual Report Gross Expense Ratio | 0.90 | 0.02 | 4,500% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -6.566 | -1.605 | 409% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 1.72T | 0% |
| Annual Yield % from dividends | 0.34 | 1.37 | 25% |
| Returns for 1 year | 4.64 | 9.74 | 48% |
| Returns for 3 years | 45.39 | 45.42 | 100% |
| Returns for 5 years | 89.34 | 91.75 | 97% |
| Returns for 10 years | 128.78 | 162.80 | 79% |
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