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JLVIX vs VTSMX
JLVIX vs VTSMX Comparison
Open Charts JLVIX vs VTSMX
JHancock Fundamental Large Cap Core I
Price$65.58
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets5.46B
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
JLVIX vs VTSMX Comparison Chart
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JLVIX vs. VTSMX commentary
Apr 28, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. JLVIX (5.46B). VTSMX pays higher dividends than JLVIX: VTSMX (1.25) vs JLVIX (0.53). JLVIX was incepted earlier than VTSMX: JLVIX (24 years) vs VTSMX (33 years). JLVIX (0.78) is less costly to investors than VTSMX (0.14). JLVIX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JLVIX: VTSMX (3000) vs JLVIX (250000). VTSMX annual gain was more profitable for investors over the last year : 8.68 vs. JLVIX (-4.59). VTSMX return over 5 years is better than : 91.92 vs. JLVIX (52.02).
| JLVIX | VTSMX | JLVIX / VTSMX | |
| Total Expense Ratio | 0.77 | 0.14 | 550% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -8.536 | -6.512 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 1.7T | 0% |
| Annual Yield % from dividends | 0.53 | 1.25 | 43% |
| Returns for 1 year | -4.59 | 8.68 | -53% |
| Returns for 3 years | 3.17 | 29.71 | 11% |
| Returns for 5 years | 52.02 | 91.92 | 57% |
| Returns for 10 years | 55.10 | 156.42 | 35% |