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JHJAX vs VTSMX
JHJAX vs VTSMX Comparison
Open Charts JHJAX vs VTSMX
JHancock ESG Large Cap Core A
Price$20.82
Change-$0.82 (-3.79%)
VolumeN/A
Net Assets123.08M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
JHJAX vs VTSMX Comparison Chart
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JHJAX vs. VTSMX 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 JHJAX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. JHJAX (123M). VTSMX pays higher dividends than JHJAX: VTSMX (1.25) vs JHJAX (0.07). JHJAX was incepted earlier than VTSMX: JHJAX (9 years) vs VTSMX (33 years). JHJAX (1.33) is less costly to investors than VTSMX (0.14). JHJAX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). JHJAX has a lower initial minimum investment than VTSMX: JHJAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.05 vs. JHJAX (-6.46). VTSMX return over 5 years is better than : 126.23 vs. JHJAX (89.33).
| JHJAX | VTSMX | JHJAX / VTSMX | |
| Total Expense Ratio | 1.12 | 0.14 | 800% |
| Annual Report Gross Expense Ratio | 1.33 | 0.14 | 950% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -4.628 | -3.986 | 116% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 1.81T | 0% |
| Annual Yield % from dividends | 0.07 | 1.25 | 6% |
| Returns for 1 year | -6.46 | 8.05 | -80% |
| Returns for 3 years | 6.10 | 21.01 | 29% |
| Returns for 5 years | 89.33 | 126.23 | 71% |
| Returns for 10 years | N/A | 166.80 | - |
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