JLVIX
Price
$75.86
Change
+$0.17 (+0.22%)
Updated
Sep 5 closing price
Net Assets
6.23B
VSMPX
Price
$292.42
Change
+$2.56 (+0.88%)
Updated
Sep 4 closing price
Net Assets
1.95T
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JLVIX vs VSMPX

Header iconJLVIX vs VSMPX Comparison
Open Charts JLVIX vs VSMPXBanner chart's image
JHancock Fundamental Large Cap Core I
Price$75.86
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets6.23B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
JLVIX vs VSMPX Comparison Chart in %
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VS
JLVIX vs. VSMPX commentary
Sep 08, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. JLVIX (6.23B). VSMPX pays higher dividends than JLVIX: VSMPX (1.17) vs JLVIX (0.48). JLVIX was incepted earlier than VSMPX: JLVIX (25 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 : 18.05 vs. JLVIX (1.02). VSMPX return over 5 years is better than : 85.03 vs. JLVIX (33.94).
JLVIXVSMPXJLVIX / VSMPX
Total Expense Ratio0.770.023,850%
Annual Report Gross Expense Ratio0.780.023,900%
Fund Existence25 years10 years-
Gain YTD5.80210.35856%
Front LoadN/AN/A-
Min. Initial Investment2500001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.23B1.95T0%
Annual Yield % from dividends0.481.1741%
Returns for 1 year1.0218.056%
Returns for 3 years26.5163.7142%
Returns for 5 years33.9485.0340%
Returns for 10 years85.38214.5740%
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