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JHLVX vs VTSMX
JHLVX vs VTSMX Comparison
Open Charts JHLVX vs VTSMX
JHancock Fundamental Large Cap Core C
Price$54.25
Change+$0.51 (+0.95%)
VolumeN/A
Net Assets5.8B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
JHLVX vs VTSMX Comparison Chart
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JHLVX vs. VTSMX commentary
Jan 19, 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 JHLVX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. JHLVX (5.8B). VTSMX pays higher dividends than JHLVX: VTSMX (1.26) vs JHLVX (0.00). JHLVX was incepted earlier than VTSMX: JHLVX (27 years) vs VTSMX (33 years). JHLVX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). JHLVX has a lower initial minimum investment than VTSMX: JHLVX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. JHLVX (6.37). VTSMX return over 5 years is better than : 76.07 vs. JHLVX (20.61).
| JHLVX | VTSMX | JHLVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 1.935 | 2.241 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 1.78T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 6.37 | 25.24 | 25% |
| Returns for 3 years | -6.82 | 28.94 | -24% |
| Returns for 5 years | 20.61 | 76.07 | 27% |
| Returns for 10 years | 56.43 | 194.99 | 29% |
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