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JLVIX vs VTSAX
JLVIX vs VTSAX Comparison
Open Charts JLVIX vs VTSAX
JHancock Fundamental Large Cap Core I
Price$73.13
Change+$0.70 (+0.97%)
VolumeN/A
Net Assets5.73B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
JLVIX vs VTSAX Comparison Chart
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JLVIX vs. VTSAX commentary
Jan 19, 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: 1.78T vs. JLVIX (5.73B). 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 : 25.26 vs. JLVIX (11.36). VTSAX return over 5 years is better than : 76.10 vs. JLVIX (36.61).
| 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 | 1.994 | 2.241 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73B | 1.78T | 0% |
| Annual Yield % from dividends | 0.43 | 1.35 | 32% |
| Returns for 1 year | 11.36 | 25.26 | 45% |
| Returns for 3 years | 2.24 | 28.96 | 8% |
| Returns for 5 years | 36.61 | 76.10 | 48% |
| Returns for 10 years | 89.93 | 195.63 | 46% |
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