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JLCWX vs VTSMX
JLCWX vs VTSMX Comparison
Open Charts JLCWX vs VTSMX
JHancock Fundamental Large Cap Core R6
Price$67.64
Change-$0.66 (-0.97%)
VolumeN/A
Net Assets5.66B
Vanguard Total Stock Mkt Idx I
Price$133.24
Change-$0.86 (-0.64%)
VolumeN/A
Net Assets1.81T
JLCWX vs VTSMX Comparison Chart
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JLCWX vs. VTSMX commentary
Mar 12, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. JLCWX (5.66B). VTSMX pays higher dividends than JLCWX: VTSMX (1.15) vs JLCWX (0.60). 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 : 8.61 vs. JLCWX (1.46). VTSMX return over 5 years is better than : 121.83 vs. JLCWX (68.66).
| 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 | -2.125 | -4.894 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.66B | 1.81T | 0% |
| Annual Yield % from dividends | 0.60 | 1.15 | 52% |
| Returns for 1 year | 1.46 | 8.61 | 17% |
| Returns for 3 years | 7.89 | 30.40 | 26% |
| Returns for 5 years | 68.66 | 121.83 | 56% |
| Returns for 10 years | 74.26 | 167.43 | 44% |
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