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JHLVX vs VTSMX
JHLVX vs VTSMX Comparison
Open Charts JHLVX vs VTSMX
JHancock Fundamental Large Cap Core C
Price$47.99
Change+$4.06 (+9.24%)
VolumeN/A
Net Assets4.95B
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
JHLVX vs VTSMX Comparison Chart
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JHLVX vs. VTSMX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. JHLVX (4.95B). VTSMX pays higher dividends than JHLVX: VTSMX (1.25) vs JHLVX (0.00). JHLVX was incepted earlier than VTSMX: JHLVX (27 years) vs VTSMX (33 years). JHLVX (1.78) is less costly to investors than VTSMX (0.14). 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 : -5.43 vs. JHLVX (-19.88). VTSMX return over 5 years is better than : 75.41 vs. JHLVX (22.85).
| JHLVX | VTSMX | JHLVX / VTSMX | |
| Total Expense Ratio | 1.77 | 0.14 | 1,264% |
| Annual Report Gross Expense Ratio | 1.78 | 0.14 | 1,271% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | -17.456 | -15.905 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -19.88 | -5.43 | 366% |
| Returns for 3 years | -21.30 | 8.73 | -244% |
| Returns for 5 years | 22.85 | 75.41 | 30% |
| Returns for 10 years | 17.21 | 131.53 | 13% |
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