Ad is loading...
JFCIX vs VSMPX
JFCIX vs VSMPX Comparison
Open Charts JFCIX vs VSMPX
JHancock Fundamental All Cap Core I
Price$32.91
Change-$2.20 (-6.27%)
VolumeN/A
Net Assets567.36M
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
JFCIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JFCIX vs. VSMPX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. JFCIX (567M). VSMPX pays higher dividends than JFCIX: VSMPX (1.37) vs JFCIX (0.33). 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 : 8.06 vs. JFCIX (5.72). JFCIX return over 5 years is better than : 145.26 vs. VSMPX (126.31).
| 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 | -8.161 | -3.987 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 1.81T | 0% |
| Annual Yield % from dividends | 0.33 | 1.37 | 24% |
| Returns for 1 year | 5.72 | 8.06 | 71% |
| Returns for 3 years | 19.44 | 21.05 | 92% |
| Returns for 5 years | 145.26 | 126.31 | 115% |
| Returns for 10 years | 130.27 | N/A | - |