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JLVIX vs VTSMX
JLVIX vs VTSMX Comparison
Open Charts JLVIX vs VTSMX
JHancock Fundamental Large Cap Core I
Price$78.14
Change+$1.14 (+1.48%)
VolumeN/A
Net Assets6.23B
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
JLVIX vs VTSMX Comparison Chart in %
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JLVIX vs. VTSMX commentary
Oct 21, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. JLVIX (6.23B). VTSMX pays higher dividends than JLVIX: VTSMX (1.04) vs JLVIX (0.47). JLVIX was incepted earlier than VTSMX: JLVIX (25 years) vs VTSMX (34 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 : 13.37 vs. JLVIX (-1.79). VTSMX return over 5 years is better than : 87.64 vs. JLVIX (36.09).
| JLVIX | VTSMX | JLVIX / VTSMX | |
| Total Expense Ratio | 0.77 | 0.14 | 550% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 7.392 | 13.012 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.23B | 2.02T | 0% |
| Annual Yield % from dividends | 0.47 | 1.04 | 45% |
| Returns for 1 year | -1.79 | 13.37 | -13% |
| Returns for 3 years | 36.94 | 74.97 | 49% |
| Returns for 5 years | 36.09 | 87.64 | 41% |
| Returns for 10 years | 82.83 | 219.38 | 38% |
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