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TAGRX vs VITSX
TAGRX vs VITSX Comparison
Open Charts TAGRX vs VITSX
JHancock Fundamental Large Cap Core A
Price$64.89
Change+$2.26 (+3.61%)
VolumeN/A
Net Assets5.56B
Vanguard Total Stock Market Idx I
Price$139.82
Change+$4.48 (+3.31%)
VolumeN/A
Net Assets1.72T
TAGRX vs VITSX Comparison Chart
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TAGRX vs. VITSX 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 TAGRX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. TAGRX (5.56B). VITSX pays higher dividends than TAGRX: VITSX (1.37) vs TAGRX (0.32). TAGRX was incepted earlier than VITSX: TAGRX (41 years) vs VITSX (28 years). TAGRX (1.03) is less costly to investors than VITSX (0.03). 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 : 7.83 vs. TAGRX (-7.35). VITSX return over 5 years is better than : 97.30 vs. TAGRX (50.67).
| TAGRX | VITSX | TAGRX / VITSX | |
| Total Expense Ratio | 1.02 | 0.03 | 3,400% |
| Annual Report Gross Expense Ratio | 1.03 | 0.03 | 3,433% |
| Fund Existence | 41 years | 28 years | - |
| Gain YTD | -6.397 | -4.018 | 159% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.32 | 1.37 | 23% |
| Returns for 1 year | -7.35 | 7.83 | -94% |
| Returns for 3 years | 8.09 | 38.75 | 21% |
| Returns for 5 years | 50.67 | 97.30 | 52% |
| Returns for 10 years | 51.81 | 162.80 | 32% |