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JLVIX vs VTSAX
JLVIX vs VTSAX Comparison
Open Charts JLVIX vs VTSAX
JHancock Fundamental Large Cap Core I
Price$64.22
Change-$3.94 (-5.78%)
VolumeN/A
Net Assets5.7B
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
JLVIX vs VTSAX Comparison Chart
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JLVIX vs. VTSAX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. JLVIX (5.7B). VTSAX pays higher dividends than JLVIX: VTSAX (1.35) vs JLVIX (0.53). JLVIX was incepted earlier than VTSAX: JLVIX (24 years) vs VTSAX (24 years). JLVIX (0.78) is less costly to investors than VTSAX (0.04). 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 : 8.05 vs. JLVIX (-2.84). VTSAX return over 5 years is better than : 126.25 vs. JLVIX (85.92).
| JLVIX | VTSAX | JLVIX / VTSAX | |
| Total Expense Ratio | 0.77 | 0.04 | 1,925% |
| Annual Report Gross Expense Ratio | 0.78 | 0.04 | 1,950% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -4.937 | -3.990 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.7B | 1.81T | 0% |
| Annual Yield % from dividends | 0.53 | 1.35 | 39% |
| Returns for 1 year | -2.84 | 8.05 | -35% |
| Returns for 3 years | -3.98 | 21.03 | -19% |
| Returns for 5 years | 85.92 | 126.25 | 68% |
| Returns for 10 years | 65.45 | 167.38 | 39% |