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JHJIX vs VTSMX
JHJIX vs VTSMX Comparison
Open Charts JHJIX vs VTSMX
JHancock ESG Large Cap Core I
Price$20.88
Change-$0.83 (-3.82%)
VolumeN/A
Net Assets123.08M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
JHJIX vs VTSMX Comparison Chart
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JHJIX 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 JHJIX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. JHJIX (123M). VTSMX pays higher dividends than JHJIX: VTSMX (1.25) vs JHJIX (0.30). JHJIX was incepted earlier than VTSMX: JHJIX (9 years) vs VTSMX (33 years). JHJIX (1.08) is less costly to investors than VTSMX (0.14). JHJIX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JHJIX: VTSMX (3000) vs JHJIX (250000). VTSMX annual gain was more profitable for investors over the last year : 8.05 vs. JHJIX (-6.19). VTSMX return over 5 years is better than : 126.23 vs. JHJIX (90.85).
| JHJIX | VTSMX | JHJIX / VTSMX | |
| Total Expense Ratio | 0.87 | 0.14 | 621% |
| Annual Report Gross Expense Ratio | 1.08 | 0.14 | 771% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -4.529 | -3.986 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 1.81T | 0% |
| Annual Yield % from dividends | 0.30 | 1.25 | 24% |
| Returns for 1 year | -6.19 | 8.05 | -77% |
| Returns for 3 years | 6.65 | 21.01 | 32% |
| Returns for 5 years | 90.85 | 126.23 | 72% |
| Returns for 10 years | N/A | 166.80 | - |
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