Ad is loading...
JLCYX vs VTSMX
JLCYX vs VTSMX Comparison
Open Charts JLCYX vs VTSMX
JHancock Fundamental Large Cap Core R2
Price$77.34
Change-$0.45 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JLCYX vs VTSMX Comparison Chart
Loading...
JLCYX vs. VTSMX commentary
Sep 21, 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 JLCYX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JLCYX (5.78B). VTSMX pays higher dividends than JLCYX: VTSMX (1.26) vs JLCYX (0.12). JLCYX was incepted earlier than VTSMX: JLCYX (13 years) vs VTSMX (32 years). JLCYX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). JLCYX has a lower initial minimum investment than VTSMX: JLCYX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.89 vs. JLCYX (20.55). VTSMX return over 5 years is better than : 82.93 vs. JLCYX (60.39).
| JLCYX | VTSMX | JLCYX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 15.851 | 16.884 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 1.72T | 0% |
| Annual Yield % from dividends | 0.12 | 1.26 | 9% |
| Returns for 1 year | 20.55 | 25.89 | 79% |
| Returns for 3 years | -2.23 | 21.33 | -10% |
| Returns for 5 years | 60.39 | 82.93 | 73% |
| Returns for 10 years | 87.14 | 178.97 | 49% |
View a ticker or compare two or three
VS
VS
Ad is loading...