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JLCWX vs VTSAX
JLCWX vs VTSAX Comparison
Open Charts JLCWX vs VTSAX
JHancock Fundamental Large Cap Core R6
Price$73.43
Change+$0.69 (+0.95%)
VolumeN/A
Net Assets5.8B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
JLCWX vs VTSAX Comparison Chart
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JLCWX vs. VTSAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. JLCWX (5.8B). 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 : 25.26 vs. JLCWX (11.52). VTSAX return over 5 years is better than : 76.10 vs. JLCWX (37.21).
| 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 | 1.986 | 2.241 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 1.78T | 0% |
| Annual Yield % from dividends | 0.51 | 1.35 | 38% |
| Returns for 1 year | 11.52 | 25.26 | 46% |
| Returns for 3 years | 2.54 | 28.96 | 9% |
| Returns for 5 years | 37.21 | 76.10 | 49% |
| Returns for 10 years | 91.31 | 195.63 | 47% |
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