Ad is loading...
JULCX vs VASIX
JULCX vs VASIX Comparison
Open Charts JULCX vs VASIX
JHancock Multimanager Lifestyle Cnsrv R6
Price$11.58
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets1.56B
Vanguard LifeStrategy Income I
Price$14.98
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets3.88B
JULCX vs VASIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JULCX vs. VASIX commentary
Apr 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 JULCX is a Hold and VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.88B vs. JULCX (1.56B). JULCX pays higher dividends than VASIX: JULCX (4.28) vs VASIX (3.66). JULCX was incepted earlier than VASIX: JULCX (14 years) vs VASIX (31 years). JULCX (0.83) 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 : 6.09 vs. VASIX (3.67). JULCX return over 5 years is better than : 12.36 vs. VASIX (3.45).
| JULCX | VASIX | JULCX / VASIX | |
| Total Expense Ratio | 0.83 | 0.11 | 755% |
| Annual Report Gross Expense Ratio | 0.83 | 0.11 | 755% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | -0.296 | 0.364 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 3.88B | 40% |
| Annual Yield % from dividends | 4.28 | 3.66 | 117% |
| Returns for 1 year | 6.09 | 3.67 | 166% |
| Returns for 3 years | 5.83 | 4.03 | 145% |
| Returns for 5 years | 12.36 | 3.45 | 359% |
| Returns for 10 years | 18.39 | 20.99 | 88% |