Ad is loading...
TAGRX vs VITSX
TAGRX vs VITSX Comparison
Open Charts TAGRX vs VITSX
JHancock Fundamental Large Cap Core A
Price$68.23
Change+$0.64 (+0.95%)
VolumeN/A
Net Assets5.8B
Vanguard Total Stock Market Idx I
Price$144.22
Change+$1.35 (+0.94%)
VolumeN/A
Net Assets1.78T
TAGRX vs VITSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TAGRX vs. VITSX commentary
Jan 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 TAGRX is a Buy and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.78T vs. TAGRX (5.8B). VITSX pays higher dividends than TAGRX: VITSX (1.36) vs TAGRX (0.24). TAGRX was incepted earlier than VITSX: TAGRX (40 years) vs VITSX (28 years). TAGRX is a more actively managed with annual turnover of: 19.00 vs. VITSX (2.00). TAGRX has a lower initial minimum investment than VITSX: TAGRX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 25.26 vs. TAGRX (10.25). VITSX return over 5 years is better than : 76.10 vs. TAGRX (33.05).
| TAGRX | VITSX | TAGRX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 28 years | - |
| Gain YTD | 1.973 | 2.247 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 1.78T | 0% |
| Annual Yield % from dividends | 0.24 | 1.36 | 18% |
| Returns for 1 year | 10.25 | 25.26 | 41% |
| Returns for 3 years | 0.28 | 28.96 | 1% |
| Returns for 5 years | 33.05 | 76.10 | 43% |
| Returns for 10 years | 82.31 | 195.59 | 42% |