Ad is loading...
JLCVX vs VTSMX
JLCVX vs VTSMX Comparison
Open Charts JLCVX vs VTSMX
JHancock Fundamental Large Cap Core R5
Price$62.76
Change-$0.12 (-0.19%)
VolumeN/A
Net Assets5.21B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
JLCVX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLCVX vs. VTSMX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. JLCVX (5.21B). VTSMX pays higher dividends than JLCVX: VTSMX (1.25) vs JLCVX (0.59). JLCVX was incepted earlier than VTSMX: JLCVX (16 years) vs VTSMX (33 years). JLCVX (0.72) is less costly to investors than VTSMX (0.14). 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 : 4.59 vs. JLCVX (-8.03). VTSMX return over 5 years is better than : 81.35 vs. JLCVX (44.60).
| JLCVX | VTSMX | JLCVX / VTSMX | |
| Total Expense Ratio | 0.71 | 0.14 | 507% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -12.773 | -10.648 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 1.7T | 0% |
| Annual Yield % from dividends | 0.59 | 1.25 | 47% |
| Returns for 1 year | -8.03 | 4.59 | -175% |
| Returns for 3 years | -6.80 | 17.80 | -38% |
| Returns for 5 years | 44.60 | 81.35 | 55% |
| Returns for 10 years | 50.27 | 146.23 | 34% |