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JFCIX vs VSMPX
JFCIX vs VSMPX Comparison
Open Charts JFCIX vs VSMPX
JHancock Fundamental All Cap Core I
Price$36.92
Change-$0.36 (-0.97%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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JFCIX vs VSMPX Comparison Chart
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JFCIX vs. VSMPX 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 JFCIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. JFCIX (559M). VSMPX pays higher dividends than JFCIX: VSMPX (1.36) vs JFCIX (0.33). JFCIX was incepted earlier than VSMPX: JFCIX (13 years) vs VSMPX (9 years). JFCIX is a more actively managed with annual turnover of: 36.00 vs. VSMPX (2.00). JFCIX has a lower initial minimum investment than VSMPX: JFCIX (250000) vs VSMPX (100000000). JFCIX annual gain was more profitable for investors over the last year : 36.22 vs. VSMPX (31.58). JFCIX return over 5 years is better than : 99.64 vs. VSMPX (85.73).
| JFCIX | VSMPX | JFCIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 19.058 | 18.661 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 559M | 1.72T | 0% |
| Annual Yield % from dividends | 0.33 | 1.36 | 24% |
| Returns for 1 year | 36.22 | 31.58 | 115% |
| Returns for 3 years | 19.91 | 25.38 | 78% |
| Returns for 5 years | 99.64 | 85.73 | 116% |
| Returns for 10 years | 150.47 | N/A | - |
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