Ad is loading...
JLCVX vs VTSMX
JLCVX vs VTSMX Comparison
Open Charts JLCVX vs VTSMX
JHancock Fundamental Large Cap Core R5
Price$78.59
Change+$0.52 (+0.67%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.62
Change+$1.33 (+0.98%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JLCVX vs VTSMX Comparison Chart
Loading...
JLCVX vs. VTSMX commentary
Oct 05, 2024
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: 1.75T vs. JLCVX (5.71B). VTSMX pays higher dividends than JLCVX: VTSMX (1.26) vs JLCVX (0.47). JLCVX was incepted earlier than VTSMX: JLCVX (15 years) vs VTSMX (32 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 : 34.52 vs. JLCVX (29.74). VTSMX return over 5 years is better than : 89.54 vs. JLCVX (68.87).
| JLCVX | VTSMX | JLCVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 18.003 | 19.247 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.71B | 1.75T | 0% |
| Annual Yield % from dividends | 0.47 | 1.26 | 37% |
| Returns for 1 year | 29.74 | 34.52 | 86% |
| Returns for 3 years | 3.33 | 26.64 | 13% |
| Returns for 5 years | 68.87 | 89.54 | 77% |
| Returns for 10 years | 102.88 | 196.66 | 52% |
View a ticker or compare two or three
VS
VS
Ad is loading...