Ad is loading...
JLCVX vs VTSMX
JLCVX vs VTSMX Comparison
Open Charts JLCVX vs VTSMX
JHancock Fundamental Large Cap Core R5
Price$73.38
Change+$0.69 (+0.95%)
VolumeN/A
Net Assets5.8B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
JLCVX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLCVX vs. VTSMX commentary
Jan 19, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. JLCVX (5.8B). 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 : 25.24 vs. JLCVX (11.45). VTSMX return over 5 years is better than : 76.07 vs. JLCVX (36.99).
| 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 | 1.987 | 2.241 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 1.78T | 0% |
| Annual Yield % from dividends | 0.47 | 1.26 | 37% |
| Returns for 1 year | 11.45 | 25.24 | 45% |
| Returns for 3 years | 2.42 | 28.94 | 8% |
| Returns for 5 years | 36.99 | 76.07 | 49% |
| Returns for 10 years | 90.77 | 194.99 | 47% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MSPTX | 14.76 | 0.21 | +1.44% |
| Morgan Stanley Inst Global Insgt C | |||
| NWCCX | 41.18 | 0.42 | +1.03% |
| Nuveen Winslow Large-Cap Growth ESG C | |||
| GAOSX | 20.54 | 0.10 | +0.49% |
| JPMorgan Global Allocation I | |||
| FSSNX | 28.26 | 0.12 | +0.43% |
| Fidelity Small Cap Index | |||
| HNCTX | 17.99 | 0.05 | +0.28% |
| Hartford International Growth R5 | |||