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JLCFX vs VTSMX
JLCFX vs VTSMX Comparison
Open Charts JLCFX vs VTSMX
JHancock Fundamental Large Cap Core R4
Price$66.57
Change+$0.70 (+1.06%)
VolumeN/A
Net Assets5.51B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
JLCFX vs VTSMX Comparison Chart
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JLCFX vs. VTSMX commentary
May 09, 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 JLCFX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JLCFX (5.51B). VTSMX pays higher dividends than JLCFX: VTSMX (1.26) vs JLCFX (0.41). JLCFX was incepted earlier than VTSMX: JLCFX (16 years) vs VTSMX (33 years). JLCFX (1.02) is less costly to investors than VTSMX (0.14). JLCFX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). JLCFX has a lower initial minimum investment than VTSMX: JLCFX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. JLCFX (-6.90). VTSMX return over 5 years is better than : 87.92 vs. JLCFX (43.74).
| JLCFX | VTSMX | JLCFX / VTSMX | |
| Total Expense Ratio | 0.91 | 0.14 | 650% |
| Annual Report Gross Expense Ratio | 1.02 | 0.14 | 729% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -7.434 | -4.660 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.51B | 1.72T | 0% |
| Annual Yield % from dividends | 0.41 | 1.26 | 33% |
| Returns for 1 year | -6.90 | 7.85 | -88% |
| Returns for 3 years | 9.87 | 39.37 | 25% |
| Returns for 5 years | 43.74 | 87.92 | 50% |
| Returns for 10 years | 55.80 | 162.78 | 34% |
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