Ad is loading...
TAGRX vs VTSAX
TAGRX vs VTSAX Comparison
Open Charts TAGRX vs VTSAX
JHancock Fundamental Large Cap Core A
Price$64.89
Change+$2.26 (+3.61%)
VolumeN/A
Net Assets5.56B
Vanguard Total Stock Mkt Idx Adm
Price$139.80
Change+$4.48 (+3.31%)
VolumeN/A
Net Assets1.72T
TAGRX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TAGRX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. TAGRX (5.56B). VTSAX pays higher dividends than TAGRX: VTSAX (1.36) vs TAGRX (0.32). TAGRX was incepted earlier than VTSAX: TAGRX (41 years) vs VTSAX (25 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 : 7.83 vs. TAGRX (-7.35). VTSAX return over 5 years is better than : 97.30 vs. TAGRX (50.67).
| 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 | 25 years | - |
| Gain YTD | -6.397 | -4.018 | 159% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.32 | 1.36 | 24% |
| Returns for 1 year | -7.35 | 7.83 | -94% |
| Returns for 3 years | 8.09 | 38.74 | 21% |
| Returns for 5 years | 50.67 | 97.30 | 52% |
| Returns for 10 years | 51.81 | 162.86 | 32% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers