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JLVIX vs VTSAX
JLVIX vs VTSAX Comparison
Open Charts JLVIX vs VTSAX
JHancock Fundamental Large Cap Core I
Price$78.02
Change-$0.45 (-0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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JLVIX vs VTSAX Comparison Chart
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JLVIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. JLVIX (5.78B). 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). JLVIX (26.56) and VTSAX (25.89) have marching annual gain over last year. VTSAX return over 5 years is better than : 82.99 vs. JLVIX (64.21).
| 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 | 17.518 | 16.921 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 1.72T | 0% |
| Annual Yield % from dividends | 0.43 | 1.35 | 32% |
| Returns for 1 year | 26.56 | 25.89 | 103% |
| Returns for 3 years | 1.48 | 21.34 | 7% |
| Returns for 5 years | 64.21 | 82.99 | 77% |
| Returns for 10 years | 95.43 | 179.72 | 53% |
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