Ad is loading...
TAGRX vs VTSAX
TAGRX vs VTSAX Comparison
Open Charts TAGRX vs VTSAX
JHancock Fundamental Large Cap Core A
Price$67.34
Change-$1.14 (-1.66%)
VolumeN/A
Net Assets5.85B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
TAGRX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TAGRX vs. VTSAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. TAGRX (5.85B). 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 : 17.60 vs. TAGRX (3.99). VTSAX return over 5 years is better than : 74.84 vs. TAGRX (33.38).
| 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 | 0.643 | 2.127 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.85B | 1.84T | 0% |
| Annual Yield % from dividends | 0.24 | 1.35 | 18% |
| Returns for 1 year | 3.99 | 17.60 | 23% |
| Returns for 3 years | 5.96 | 36.79 | 16% |
| Returns for 5 years | 33.38 | 74.84 | 45% |
| Returns for 10 years | 66.66 | 180.79 | 37% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MNMIX | 14.44 | -0.04 | -0.28% |
| Manning & Napier Pro-Blend Mod Term I | |||
| PCEQX | 24.55 | -0.22 | -0.89% |
| Pioneer Equity Income C | |||
| PAMCX | 93.50 | -1.97 | -2.06% |
| T. Rowe Price Mid-Cap Growth Adv | |||
| SFDYX | 30.22 | -0.68 | -2.20% |
| SEI Mid-Cap Y (SIMT) | |||
| FGSCX | 25.73 | -0.75 | -2.83% |
| Federated Hermes MDT Mid Cap Growth C | |||