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JULCX vs VASIX
JULCX vs VASIX Comparison
Open Charts JULCX vs VASIX
JHancock Multimanager Lifestyle Cnsrv R6
Price$11.85
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets1.57B
Vanguard LifeStrategy Income I
Price$15.23
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets3.89B
JULCX vs VASIX Comparison Chart
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JULCX vs. VASIX commentary
May 13, 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 JULCX is a Hold and VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.89B vs. JULCX (1.57B). JULCX pays higher dividends than VASIX: JULCX (4.27) vs VASIX (3.63). JULCX was incepted earlier than VASIX: JULCX (14 years) vs VASIX (31 years). JULCX (0.82) is less costly to investors than VASIX (0.11). JULCX is a more actively managed with annual turnover of: 16.00 vs. VASIX (5.00). VASIX has a lower initial minimum investment than JULCX: VASIX (3000) vs JULCX (1000000). JULCX annual gain was more profitable for investors over the last year : 6.14 vs. VASIX (3.52). JULCX return over 5 years is better than : 14.50 vs. VASIX (4.52).
| JULCX | VASIX | JULCX / VASIX | |
| Total Expense Ratio | 0.82 | 0.11 | 745% |
| Annual Report Gross Expense Ratio | 0.82 | 0.11 | 745% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 1.598 | 1.905 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 3.89B | 40% |
| Annual Yield % from dividends | 4.27 | 3.63 | 118% |
| Returns for 1 year | 6.14 | 3.52 | 174% |
| Returns for 3 years | 11.64 | 8.71 | 134% |
| Returns for 5 years | 14.50 | 4.52 | 321% |
| Returns for 10 years | 20.90 | 24.65 | 85% |
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