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JFCIX vs VTSAX
JFCIX vs VTSAX Comparison
Open Charts JFCIX vs VTSAX
JHancock Fundamental All Cap Core I
Price$37.77
Change-$0.89 (-2.30%)
VolumeN/A
Net Assets613.08M
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
JFCIX vs VTSAX Comparison Chart
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JFCIX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. JFCIX (613M). 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). VTSAX (17.60) and JFCIX (16.78) have marching annual gain over last year. JFCIX return over 5 years is better than : 82.00 vs. VTSAX (74.84).
| 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 | -1.203 | 2.127 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 1.84T | 0% |
| Annual Yield % from dividends | 0.33 | 1.35 | 24% |
| Returns for 1 year | 16.78 | 17.60 | 95% |
| Returns for 3 years | 35.59 | 36.79 | 97% |
| Returns for 5 years | 82.00 | 74.84 | 110% |
| Returns for 10 years | 148.19 | 180.79 | 82% |
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