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TAGRX vs VTSAX
TAGRX vs VTSAX Comparison
Open Charts TAGRX vs VTSAX
JHancock Fundamental Large Cap Core A
Price$55.35
Change-$1.03 (-1.83%)
VolumeN/A
Net Assets5.05B
Vanguard Total Stock Mkt Idx Adm
Price$118.56
Change-$2.01 (-1.67%)
VolumeN/A
Net Assets1.7T
TAGRX vs VTSAX Comparison Chart
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TAGRX vs. VTSAX commentary
Apr 10, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. TAGRX (5.05B). VTSAX pays higher dividends than TAGRX: VTSAX (1.35) vs TAGRX (0.32). TAGRX was incepted earlier than VTSAX: TAGRX (41 years) vs VTSAX (24 years). TAGRX (1.03) is less costly to investors than VTSAX (0.04). TAGRX is a more actively managed with annual turnover of: 19.00 vs. VTSAX (2.00). TAGRX has a lower initial minimum investment than VTSAX: TAGRX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : -3.66 vs. TAGRX (-14.77). VTSAX return over 5 years is better than : 78.41 vs. TAGRX (38.05).
| TAGRX | VTSAX | TAGRX / VTSAX | |
| Total Expense Ratio | 1.02 | 0.04 | 2,550% |
| Annual Report Gross Expense Ratio | 1.03 | 0.04 | 2,575% |
| Fund Existence | 41 years | 24 years | - |
| Gain YTD | -15.738 | -14.481 | 109% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.05B | 1.7T | 0% |
| Annual Yield % from dividends | 0.32 | 1.35 | 23% |
| Returns for 1 year | -14.77 | -3.66 | 404% |
| Returns for 3 years | -13.72 | 10.59 | -129% |
| Returns for 5 years | 38.05 | 78.41 | 49% |
| Returns for 10 years | 39.12 | 135.97 | 29% |
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