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JLVIX vs VTSAX
JLVIX vs VTSAX Comparison
Open Charts JLVIX vs VTSAX
JHancock Fundamental Large Cap Core I
Price$72.18
Change-$1.23 (-1.68%)
VolumeN/A
Net Assets5.85B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
JLVIX vs VTSAX Comparison Chart
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JLVIX vs. VTSAX commentary
Feb 23, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. JLVIX (5.85B). VTSAX pays higher dividends than JLVIX: VTSAX (1.35) vs JLVIX (0.43). JLVIX was incepted earlier than VTSAX: JLVIX (24 years) vs VTSAX (24 years). JLVIX is a more actively managed with annual turnover of: 19.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JLVIX: VTSAX (3000) vs JLVIX (250000). VTSAX annual gain was more profitable for investors over the last year : 19.83 vs. JLVIX (6.80). VTSAX return over 5 years is better than : 78.16 vs. JLVIX (39.27).
| JLVIX | VTSAX | JLVIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 2.385 | 4.063 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.85B | 1.84T | 0% |
| Annual Yield % from dividends | 0.43 | 1.35 | 32% |
| Returns for 1 year | 6.80 | 19.83 | 34% |
| Returns for 3 years | 9.85 | 39.39 | 25% |
| Returns for 5 years | 39.27 | 78.16 | 50% |
| Returns for 10 years | 76.56 | 186.11 | 41% |
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