Ad is loading...
JFCIX vs VTSMX
JFCIX vs VTSMX Comparison
Open Charts JFCIX vs VTSMX
JHancock Fundamental All Cap Core I
Price$36.92
Change-$0.36 (-0.97%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JFCIX vs VTSMX Comparison Chart
Loading...
JFCIX vs. VTSMX commentary
Sep 21, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JFCIX (559M). VTSMX pays higher dividends than JFCIX: VTSMX (1.26) vs JFCIX (0.33). JFCIX was incepted earlier than VTSMX: JFCIX (13 years) vs VTSMX (32 years). JFCIX is a more actively managed with annual turnover of: 36.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JFCIX: VTSMX (3000) vs JFCIX (250000). JFCIX annual gain was more profitable for investors over the last year : 36.22 vs. VTSMX (31.53). JFCIX return over 5 years is better than : 99.64 vs. VTSMX (85.64).
| JFCIX | VTSMX | JFCIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 19.058 | 18.617 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 559M | 1.72T | 0% |
| Annual Yield % from dividends | 0.33 | 1.26 | 26% |
| Returns for 1 year | 36.22 | 31.53 | 115% |
| Returns for 3 years | 19.91 | 25.35 | 79% |
| Returns for 5 years | 99.64 | 85.64 | 116% |
| Returns for 10 years | 150.47 | 187.59 | 80% |