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JLCWX vs VTSMX
JLCWX vs VTSMX Comparison
Open Charts JLCWX vs VTSMX
JHancock Fundamental Large Cap Core R6
Price$80.14
Change-$1.18 (-1.45%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
JLCWX vs VTSMX Comparison Chart
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JLCWX vs. VTSMX 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 VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. JLCWX (5.77B). VTSMX pays higher dividends than JLCWX: VTSMX (1.26) vs JLCWX (0.51). JLCWX was incepted earlier than VTSMX: JLCWX (13 years) vs VTSMX (33 years). 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 : 30.52 vs. JLCWX (22.99). VTSMX return over 5 years is better than : 83.72 vs. JLCWX (60.71).
| JLCWX | VTSMX | JLCWX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 20.276 | 22.392 | 91% |
| 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 | 1.26 | 40% |
| Returns for 1 year | 22.99 | 30.52 | 75% |
| Returns for 3 years | -1.31 | 19.91 | -7% |
| Returns for 5 years | 60.71 | 83.72 | 73% |
| Returns for 10 years | 98.94 | 186.07 | 53% |
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