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JLCWX vs VTSMX
JLCWX vs VTSMX Comparison
Open Charts JLCWX vs VTSMX
JHancock Fundamental Large Cap Core R6
Price$62.81
Change-$0.12 (-0.19%)
VolumeN/A
Net Assets5.22B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
JLCWX vs VTSMX Comparison Chart
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JLCWX vs. VTSMX commentary
Apr 18, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. JLCWX (5.22B). VTSMX pays higher dividends than JLCWX: VTSMX (1.25) vs JLCWX (0.63). JLCWX was incepted earlier than VTSMX: JLCWX (14 years) vs VTSMX (33 years). JLCWX (0.67) is less costly to investors than VTSMX (0.14). JLCWX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JLCWX: VTSMX (3000) vs JLCWX (1000000). VTSMX annual gain was more profitable for investors over the last year : 4.35 vs. JLCWX (-7.79). VTSMX return over 5 years is better than : 80.93 vs. JLCWX (45.10).
| JLCWX | VTSMX | JLCWX / VTSMX | |
| Total Expense Ratio | 0.66 | 0.14 | 471% |
| Annual Report Gross Expense Ratio | 0.67 | 0.14 | 479% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | -12.597 | -10.853 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.22B | 1.7T | 0% |
| Annual Yield % from dividends | 0.63 | 1.25 | 51% |
| Returns for 1 year | -7.79 | 4.35 | -179% |
| Returns for 3 years | -6.53 | 17.53 | -37% |
| Returns for 5 years | 45.10 | 80.93 | 56% |
| Returns for 10 years | 50.99 | 145.67 | 35% |