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JLCFX vs VTSMX
JLCFX vs VTSMX Comparison
Open Charts JLCFX vs VTSMX
JHancock Fundamental Large Cap Core R4
Price$72.04
Change-$0.65 (-0.89%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$143.05
Change-$1.64 (-1.13%)
VolumeN/A
CapitalizationN/A
JLCFX vs VTSMX Comparison Chart
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JLCFX vs. VTSMX commentary
Dec 29, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JLCFX (5.75B). VTSMX pays higher dividends than JLCFX: VTSMX (1.26) vs JLCFX (0.32). JLCFX was incepted earlier than VTSMX: JLCFX (16 years) vs VTSMX (33 years). 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 : 23.47 vs. JLCFX (9.19). VTSMX return over 5 years is better than : 79.76 vs. JLCFX (39.20).
| JLCFX | VTSMX | JLCFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 9.635 | 23.977 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 1.84T | 0% |
| Annual Yield % from dividends | 0.32 | 1.26 | 25% |
| Returns for 1 year | 9.19 | 23.47 | 39% |
| Returns for 3 years | -3.64 | 21.60 | -17% |
| Returns for 5 years | 39.20 | 79.76 | 49% |
| Returns for 10 years | 76.51 | 184.68 | 41% |