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JFCIX vs VSMPX
JFCIX vs VSMPX Comparison
Open Charts JFCIX vs VSMPX
JHancock Fundamental All Cap Core I
Price$37.77
Change-$0.89 (-2.30%)
VolumeN/A
Net Assets613.08M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
JFCIX vs VSMPX Comparison Chart
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JFCIX vs. VSMPX commentary
Feb 23, 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 Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. JFCIX (613M). VSMPX pays higher dividends than JFCIX: VSMPX (1.36) vs JFCIX (0.33). JFCIX was incepted earlier than VSMPX: JFCIX (14 years) vs VSMPX (10 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). VSMPX (17.62) and JFCIX (16.78) have marching annual gain over last year. JFCIX return over 5 years is better than : 82.00 vs. VSMPX (74.89).
| JFCIX | VSMPX | JFCIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -1.203 | 2.135 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 1.84T | 0% |
| Annual Yield % from dividends | 0.33 | 1.36 | 24% |
| Returns for 1 year | 16.78 | 17.62 | 95% |
| Returns for 3 years | 35.59 | 36.83 | 97% |
| Returns for 5 years | 82.00 | 74.89 | 109% |
| Returns for 10 years | 148.19 | N/A | - |
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