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JLVIX vs VSMPX
JLVIX vs VSMPX Comparison
Open Charts JLVIX vs VSMPX
JHancock Fundamental Large Cap Core I
Price$65.58
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets5.46B
Vanguard Total Stock Mkt Idx Instl Pls
Price$247.30
Change+$1.65 (+0.67%)
VolumeN/A
Net Assets1.7T
JLVIX vs VSMPX Comparison Chart
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JLVIX vs. VSMPX commentary
Apr 28, 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 JLVIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. JLVIX (5.46B). VSMPX pays higher dividends than JLVIX: VSMPX (1.37) vs JLVIX (0.53). JLVIX was incepted earlier than VSMPX: JLVIX (24 years) vs VSMPX (10 years). JLVIX (0.78) is less costly to investors than VSMPX (0.02). JLVIX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). JLVIX has a lower initial minimum investment than VSMPX: JLVIX (250000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 8.70 vs. JLVIX (-4.59). VSMPX return over 5 years is better than : 92.00 vs. JLVIX (52.02).
| JLVIX | VSMPX | JLVIX / VSMPX | |
| Total Expense Ratio | 0.77 | 0.02 | 3,850% |
| Annual Report Gross Expense Ratio | 0.78 | 0.02 | 3,900% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -8.536 | -6.501 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 1.7T | 0% |
| Annual Yield % from dividends | 0.53 | 1.37 | 39% |
| Returns for 1 year | -4.59 | 8.70 | -53% |
| Returns for 3 years | 3.17 | 29.77 | 11% |
| Returns for 5 years | 52.02 | 92.00 | 57% |
| Returns for 10 years | 55.10 | 148.82 | 37% |