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JFCIX vs VTSAX
JFCIX vs VTSAX Comparison
Open Charts JFCIX vs VTSAX
JHancock Fundamental All Cap Core I
Price$32.91
Change-$2.20 (-6.27%)
VolumeN/A
Net Assets567.36M
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
JFCIX vs VTSAX Comparison Chart
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JFCIX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. JFCIX (567M). 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 (0.90) is less costly to investors than VTSAX (0.04). JFCIX is a more actively managed with annual turnover of: 12.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JFCIX: VTSAX (3000) vs JFCIX (250000). VTSAX annual gain was more profitable for investors over the last year : 8.05 vs. JFCIX (5.72). JFCIX return over 5 years is better than : 145.26 vs. VTSAX (126.25).
| JFCIX | VTSAX | JFCIX / VTSAX | |
| Total Expense Ratio | 0.83 | 0.04 | 2,075% |
| Annual Report Gross Expense Ratio | 0.90 | 0.04 | 2,250% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -8.161 | -3.990 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 1.81T | 0% |
| Annual Yield % from dividends | 0.33 | 1.35 | 24% |
| Returns for 1 year | 5.72 | 8.05 | 71% |
| Returns for 3 years | 19.44 | 21.03 | 92% |
| Returns for 5 years | 145.26 | 126.25 | 115% |
| Returns for 10 years | 130.27 | 167.38 | 78% |