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JULCX vs VASIX
JULCX vs VASIX Comparison
Open Charts JULCX vs VASIX
JHancock Multimanager Lifestyle Cnsrv R6
Price$11.89
Change-$0.11 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard LifeStrategy Income I
Price$15.56
Change-$0.15 (-0.95%)
VolumeN/A
CapitalizationN/A
JULCX vs VASIX Comparison Chart
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JULCX vs. VASIX 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 JULCX is a Hold and VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 4.01B vs. JULCX (1.64B). 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 : 6.79 vs. VASIX (5.73). JULCX return over 5 years is better than : 7.32 vs. VASIX (6.14).
| 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 | 6.194 | 5.426 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 4.01B | 41% |
| Annual Yield % from dividends | 3.92 | 3.30 | 119% |
| Returns for 1 year | 6.79 | 5.73 | 119% |
| Returns for 3 years | -2.67 | -3.52 | 76% |
| Returns for 5 years | 7.32 | 6.14 | 119% |
| Returns for 10 years | 18.02 | 27.39 | 66% |
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