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JLCWX vs VSMPX
JLCWX vs VSMPX Comparison
Open Charts JLCWX vs VSMPX
JHancock Fundamental Large Cap Core R6
Price$81.75
Change+$0.11 (+0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.84
Change+$1.20 (+0.45%)
VolumeN/A
CapitalizationN/A
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JLCWX vs VSMPX Comparison Chart
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JLCWX vs. VSMPX commentary
Nov 11, 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 JLCWX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. JLCWX (5.9B). VSMPX pays higher dividends than JLCWX: VSMPX (1.36) vs JLCWX (0.51). JLCWX was incepted earlier than VSMPX: JLCWX (13 years) vs VSMPX (10 years). JLCWX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). JLCWX has a lower initial minimum investment than VSMPX: JLCWX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 38.58 vs. JLCWX (30.81). VSMPX return over 5 years is better than : 89.49 vs. JLCWX (65.04).
| JLCWX | VSMPX | JLCWX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 22.692 | 25.097 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.9B | 1.73T | 0% |
| Annual Yield % from dividends | 0.51 | 1.36 | 38% |
| Returns for 1 year | 30.81 | 38.58 | 80% |
| Returns for 3 years | 0.36 | 22.90 | 2% |
| Returns for 5 years | 65.04 | 89.49 | 73% |
| Returns for 10 years | 103.03 | N/A | - |