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JLCWX vs VTSAX
JLCWX vs VTSAX Comparison
Open Charts JLCWX vs VTSAX
JHancock Fundamental Large Cap Core R6
Price$80.14
Change-$1.18 (-1.45%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
JLCWX vs VTSAX Comparison Chart
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JLCWX vs. VTSAX commentary
Nov 18, 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 VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. JLCWX (5.77B). VTSAX pays higher dividends than JLCWX: VTSAX (1.35) vs JLCWX (0.51). JLCWX was incepted earlier than VTSAX: JLCWX (13 years) vs VTSAX (24 years). JLCWX is a more actively managed with annual turnover of: 19.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JLCWX: VTSAX (3000) vs JLCWX (1000000). VTSAX annual gain was more profitable for investors over the last year : 30.54 vs. JLCWX (22.99). VTSAX return over 5 years is better than : 83.75 vs. JLCWX (60.71).
| JLCWX | VTSAX | JLCWX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 20.276 | 22.422 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.77B | 1.73T | 0% |
| Annual Yield % from dividends | 0.51 | 1.35 | 38% |
| Returns for 1 year | 22.99 | 30.54 | 75% |
| Returns for 3 years | -1.31 | 19.92 | -7% |
| Returns for 5 years | 60.71 | 83.75 | 72% |
| Returns for 10 years | 98.94 | 186.74 | 53% |
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