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JLCWX vs VTSAX
JLCWX vs VTSAX Comparison
Open Charts JLCWX vs VTSAX
JHancock Fundamental Large Cap Core R6
Price$67.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets5.56B
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
JLCWX vs VTSAX Comparison Chart
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JLCWX vs. VTSAX commentary
May 10, 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 JLCWX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. JLCWX (5.56B). VTSAX pays higher dividends than JLCWX: VTSAX (1.36) vs JLCWX (0.65). JLCWX was incepted earlier than VTSAX: JLCWX (14 years) vs VTSAX (25 years). JLCWX (0.67) is less costly to investors than VTSAX (0.04). 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 : 8.02 vs. JLCWX (-6.24). VTSAX return over 5 years is better than : 89.30 vs. JLCWX (46.84).
| JLCWX | VTSAX | JLCWX / VTSAX | |
| Total Expense Ratio | 0.66 | 0.04 | 1,650% |
| Annual Report Gross Expense Ratio | 0.67 | 0.04 | 1,675% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -6.361 | -3.962 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.65 | 1.36 | 47% |
| Returns for 1 year | -6.24 | 8.02 | -78% |
| Returns for 3 years | 11.91 | 40.17 | 30% |
| Returns for 5 years | 46.84 | 89.30 | 52% |
| Returns for 10 years | 60.67 | 165.99 | 37% |
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