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JLVIX vs VTSMX
JLVIX vs VTSMX Comparison
Open Charts JLVIX vs VTSMX
JHancock Fundamental Large Cap Core I
Price$73.52
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets5.91B
Vanguard Total Stock Mkt Idx I
Price$150.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91T
JLVIX vs VTSMX Comparison Chart in %
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JLVIX vs. VTSMX commentary
Jul 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JLVIX (5.91B). VTSMX pays higher dividends than JLVIX: VTSMX (1.12) vs JLVIX (0.50). 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 : 12.47 vs. JLVIX (-3.83). VTSMX return over 5 years is better than : 90.23 vs. JLVIX (39.82).
| 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 | 2.524 | 6.762 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.91B | 1.91T | 0% |
| Annual Yield % from dividends | 0.50 | 1.12 | 44% |
| Returns for 1 year | -3.83 | 12.47 | -31% |
| Returns for 3 years | 25.37 | 62.18 | 41% |
| Returns for 5 years | 39.82 | 90.23 | 44% |
| Returns for 10 years | 67.16 | 191.62 | 35% |