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JLCYX vs VTSMX
JLCYX vs VTSMX Comparison
Open Charts JLCYX vs VTSMX
JHancock Fundamental Large Cap Core R2
Price$69.63
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets5.84B
Vanguard Total Stock Mkt Idx I
Price$137.92
Change+$0.72 (+0.52%)
VolumeN/A
Net Assets1.81T
JLCYX vs VTSMX Comparison Chart
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JLCYX vs. VTSMX commentary
Mar 10, 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 JLCYX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. JLCYX (5.84B). VTSMX pays higher dividends than JLCYX: VTSMX (1.15) vs JLCYX (0.16). JLCYX was incepted earlier than VTSMX: JLCYX (13 years) vs VTSMX (33 years). JLCYX (1.17) is less costly to investors than VTSMX (0.14). 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 : 10.83 vs. JLCYX (0.87). VTSMX return over 5 years is better than : 88.81 vs. JLCYX (51.21).
| JLCYX | VTSMX | JLCYX / VTSMX | |
| Total Expense Ratio | 1.16 | 0.14 | 829% |
| Annual Report Gross Expense Ratio | 1.17 | 0.14 | 836% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | -2.205 | -2.184 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.84B | 1.81T | 0% |
| Annual Yield % from dividends | 0.16 | 1.15 | 14% |
| Returns for 1 year | 0.87 | 10.83 | 8% |
| Returns for 3 years | 8.20 | 35.23 | 23% |
| Returns for 5 years | 51.21 | 88.81 | 58% |
| Returns for 10 years | 70.48 | 176.92 | 40% |