Ad is loading...
JFCIX vs VTSAX
JFCIX vs VTSAX Comparison
Open Charts JFCIX vs VTSAX
JHancock Fundamental All Cap Core I
Price$39.00
Change+$0.39 (+1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.66
Change+$1.55 (+1.08%)
VolumeN/A
CapitalizationN/A
JFCIX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JFCIX vs. VTSAX commentary
Dec 25, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. JFCIX (622M). VTSAX pays higher dividends than JFCIX: VTSAX (1.35) vs JFCIX (0.33). JFCIX was incepted earlier than VTSAX: JFCIX (14 years) vs VTSAX (24 years). JFCIX is a more actively managed with annual turnover of: 36.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JFCIX: VTSAX (3000) vs JFCIX (250000). JFCIX (25.20) and VTSAX (24.75) have marching annual gain over last year. JFCIX return over 5 years is better than : 92.31 vs. VTSAX (81.12).
| JFCIX | VTSAX | JFCIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 24.882 | 24.395 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 1.84T | 0% |
| Annual Yield % from dividends | 0.33 | 1.35 | 24% |
| Returns for 1 year | 25.20 | 24.75 | 102% |
| Returns for 3 years | 23.46 | 23.32 | 101% |
| Returns for 5 years | 92.31 | 81.12 | 114% |
| Returns for 10 years | 159.78 | 185.34 | 86% |