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JULCX vs VASIX
JULCX vs VASIX Comparison
Open Charts JULCX vs VASIX
JHancock Multimanager Lifestyle Cnsrv R6
Price$11.79
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.61B
Vanguard LifeStrategy Income I
Price$15.06
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets3.91B
JULCX vs VASIX Comparison Chart
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JULCX vs. VASIX commentary
Jan 20, 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: 3.91B vs. JULCX (1.61B). JULCX pays higher dividends than VASIX: JULCX (3.92) vs VASIX (3.30). JULCX was incepted earlier than VASIX: JULCX (13 years) vs VASIX (30 years). JULCX is a more actively managed with annual turnover of: 15.00 vs. VASIX (4.00). 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 : 7.84 vs. VASIX (3.51). JULCX return over 5 years is better than : 8.23 vs. VASIX (1.98).
| JULCX | VASIX | JULCX / VASIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 30 years | - |
| Gain YTD | 0.683 | 0.200 | 342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 3.91B | 41% |
| Annual Yield % from dividends | 3.92 | 3.30 | 119% |
| Returns for 1 year | 7.84 | 3.51 | 223% |
| Returns for 3 years | 1.71 | -2.60 | -66% |
| Returns for 5 years | 8.23 | 1.98 | 416% |
| Returns for 10 years | 22.38 | 22.60 | 99% |
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