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JLVIX vs VTSMX
JLVIX vs VTSMX Comparison
Open Charts JLVIX vs VTSMX
JHancock Fundamental Large Cap Core I
Price$82.97
Change-$0.45 (-0.54%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
JLVIX vs VTSMX Comparison Chart
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JLVIX vs. VTSMX commentary
Dec 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JLVIX (5.96B). VTSMX pays higher dividends than JLVIX: VTSMX (1.26) vs JLVIX (0.43). JLVIX was incepted earlier than VTSMX: JLVIX (24 years) vs VTSMX (33 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 : 26.90 vs. JLVIX (18.65). VTSMX return over 5 years is better than : 84.16 vs. JLVIX (61.40).
| JLVIX | VTSMX | JLVIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 24.974 | 26.352 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.96B | 1.84T | 0% |
| Annual Yield % from dividends | 0.43 | 1.26 | 34% |
| Returns for 1 year | 18.65 | 26.90 | 69% |
| Returns for 3 years | 12.29 | 27.88 | 44% |
| Returns for 5 years | 61.40 | 84.16 | 73% |
| Returns for 10 years | 103.73 | 192.04 | 54% |