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JHJRX vs VTSMX
JHJRX vs VTSMX Comparison
Open Charts JHJRX vs VTSMX
JHancock ESG Large Cap Core R6
Price$19.65
Change-$0.13 (-0.66%)
VolumeN/A
Net Assets111.91M
Vanguard Total Stock Mkt Idx I
Price$120.56
Change-$0.37 (-0.31%)
VolumeN/A
Net Assets1.7T
JHJRX vs VTSMX Comparison Chart
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JHJRX vs. VTSMX commentary
Apr 08, 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 JHJRX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. JHJRX (112M). VTSMX pays higher dividends than JHJRX: VTSMX (1.25) vs JHJRX (0.41). JHJRX was incepted earlier than VTSMX: JHJRX (9 years) vs VTSMX (33 years). JHJRX (0.97) is less costly to investors than VTSMX (0.14). JHJRX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JHJRX: VTSMX (3000) vs JHJRX (1000000). VTSMX annual gain was more profitable for investors over the last year : -2.29 vs. JHJRX (-13.37). VTSMX return over 5 years is better than : 102.14 vs. JHJRX (74.38).
| JHJRX | VTSMX | JHJRX / VTSMX | |
| Total Expense Ratio | 0.76 | 0.14 | 543% |
| Annual Report Gross Expense Ratio | 0.97 | 0.14 | 693% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -13.055 | -14.209 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 1.7T | 0% |
| Annual Yield % from dividends | 0.41 | 1.25 | 32% |
| Returns for 1 year | -13.37 | -2.29 | 584% |
| Returns for 3 years | -1.69 | 9.69 | -17% |
| Returns for 5 years | 74.38 | 102.14 | 73% |
| Returns for 10 years | N/A | 139.03 | - |
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