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JLCVX vs VTSMX
JLCVX vs VTSMX Comparison
Open Charts JLCVX vs VTSMX
JHancock Fundamental Large Cap Core R5
Price$67.36
Change+$0.71 (+1.07%)
VolumeN/A
Net Assets5.51B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
JLCVX vs VTSMX Comparison Chart
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JLCVX vs. VTSMX commentary
May 09, 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: 1.72T vs. JLCVX (5.51B). VTSMX pays higher dividends than JLCVX: VTSMX (1.26) vs JLCVX (0.60). 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 : 7.85 vs. JLCVX (-6.60). VTSMX return over 5 years is better than : 87.92 vs. JLCVX (45.02).
| 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 | -7.366 | -4.660 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.51B | 1.72T | 0% |
| Annual Yield % from dividends | 0.60 | 1.26 | 47% |
| Returns for 1 year | -6.60 | 7.85 | -84% |
| Returns for 3 years | 10.52 | 39.37 | 27% |
| Returns for 5 years | 45.02 | 87.92 | 51% |
| Returns for 10 years | 57.99 | 162.78 | 36% |
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