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JLVIX vs VSMPX
JLVIX vs VSMPX Comparison
Open Charts JLVIX vs VSMPX
JHancock Fundamental Large Cap Core I
Price$78.02
Change-$0.45 (-0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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JLVIX vs VSMPX Comparison Chart
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JLVIX vs. VSMPX 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 JLVIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. JLVIX (5.78B). VSMPX pays higher dividends than JLVIX: VSMPX (1.36) vs JLVIX (0.43). JLVIX was incepted earlier than VSMPX: JLVIX (24 years) vs VSMPX (9 years). 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 : 25.90 vs. JLVIX (21.01). VSMPX return over 5 years is better than : 83.02 vs. JLVIX (62.31).
| JLVIX | VSMPX | JLVIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 16.162 | 16.929 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 1.72T | 0% |
| Annual Yield % from dividends | 0.43 | 1.36 | 31% |
| Returns for 1 year | 21.01 | 25.90 | 81% |
| Returns for 3 years | -1.48 | 21.36 | -7% |
| Returns for 5 years | 62.31 | 83.02 | 75% |
| Returns for 10 years | 90.70 | N/A | - |
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