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JLCVX vs VTSMX
JLCVX vs VTSMX Comparison
Open Charts JLCVX vs VTSMX
JHancock Fundamental Large Cap Core R5
Price$72.44
Change-$1.23 (-1.67%)
VolumeN/A
Net Assets5.85B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
JLCVX vs VTSMX Comparison Chart
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JLCVX vs. VTSMX commentary
Feb 23, 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 Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JLCVX (5.85B). VTSMX pays higher dividends than JLCVX: VTSMX (1.26) vs JLCVX (0.47). JLCVX was incepted earlier than VTSMX: JLCVX (16 years) vs VTSMX (33 years). JLCVX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). JLCVX has a lower initial minimum investment than VTSMX: JLCVX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.60 vs. JLCVX (5.11). VTSMX return over 5 years is better than : 74.84 vs. JLCVX (37.32).
| JLCVX | VTSMX | JLCVX / 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 | 0.681 | 2.121 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.85B | 1.84T | 0% |
| Annual Yield % from dividends | 0.47 | 1.26 | 37% |
| Returns for 1 year | 5.11 | 17.60 | 29% |
| Returns for 3 years | 8.22 | 36.78 | 22% |
| Returns for 5 years | 37.32 | 74.84 | 50% |
| Returns for 10 years | 74.42 | 180.15 | 41% |
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