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JLCVX vs VFINX
JLCVX vs VFINX Comparison
Open Charts JLCVX vs VFINX
JHancock Fundamental Large Cap Core R5
Price$67.42
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets5.56B
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
JLCVX vs VFINX Comparison Chart
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JLCVX vs. VFINX commentary
May 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 JLCVX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. JLCVX (5.56B). VFINX pays higher dividends than JLCVX: VFINX (1.25) vs JLCVX (0.60). JLCVX was incepted earlier than VFINX: JLCVX (16 years) vs VFINX (49 years). JLCVX (0.72) is less costly to investors than VFINX (0.14). JLCVX is a more actively managed with annual turnover of: 19.00 vs. VFINX (2.00). JLCVX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 8.59 vs. JLCVX (-6.22). VFINX return over 5 years is better than : 93.15 vs. JLCVX (46.69).
| JLCVX | VFINX | JLCVX / VFINX | |
| Total Expense Ratio | 0.71 | 0.14 | 507% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 16 years | 49 years | - |
| Gain YTD | -6.296 | -3.683 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 1.34T | 0% |
| Annual Yield % from dividends | 0.60 | 1.25 | 48% |
| Returns for 1 year | -6.22 | 8.59 | -72% |
| Returns for 3 years | 11.89 | 41.54 | 29% |
| Returns for 5 years | 46.69 | 93.15 | 50% |
| Returns for 10 years | 60.34 | 169.87 | 36% |
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