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TAGRX vs VTSAX
TAGRX vs VTSAX Comparison
Open Charts TAGRX vs VTSAX
JHancock Fundamental Large Cap Core A
Price$68.23
Change+$0.64 (+0.95%)
VolumeN/A
Net Assets5.8B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
TAGRX vs VTSAX Comparison Chart
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TAGRX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. TAGRX (5.8B). VTSAX pays higher dividends than TAGRX: VTSAX (1.35) vs TAGRX (0.24). TAGRX was incepted earlier than VTSAX: TAGRX (40 years) vs VTSAX (24 years). 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 : 25.26 vs. TAGRX (10.25). VTSAX return over 5 years is better than : 76.10 vs. TAGRX (33.05).
| TAGRX | VTSAX | TAGRX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 24 years | - |
| Gain YTD | 1.973 | 2.241 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 1.78T | 0% |
| Annual Yield % from dividends | 0.24 | 1.35 | 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 | 195.63 | 42% |
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