Ad is loading...
JLVIX vs VTSMX
JLVIX vs VTSMX Comparison
Open Charts JLVIX vs VTSMX
JHancock Fundamental Large Cap Core I
Price$78.02
Change-$0.45 (-0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JLVIX vs VTSMX Comparison Chart
Loading...
JLVIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JLVIX (5.78B). VTSMX pays higher dividends than JLVIX: VTSMX (1.26) vs JLVIX (0.43). JLVIX was incepted earlier than VTSMX: JLVIX (24 years) vs VTSMX (32 years). 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 : 31.53 vs. JLVIX (26.56). VTSMX return over 5 years is better than : 85.64 vs. JLVIX (64.21).
| JLVIX | VTSMX | JLVIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 17.518 | 18.617 | 94% |
| 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 | 1.26 | 34% |
| Returns for 1 year | 26.56 | 31.53 | 84% |
| Returns for 3 years | 1.48 | 25.35 | 6% |
| Returns for 5 years | 64.21 | 85.64 | 75% |
| Returns for 10 years | 95.43 | 187.59 | 51% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers