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TAGRX vs VTSAX
TAGRX vs VTSAX Comparison
Open Charts TAGRX vs VTSAX
JHancock Fundamental Large Cap Core A
Price$67.40
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets5.81B
Vanguard Total Stock Mkt Idx Adm
Price$146.97
Change+$1.28 (+0.88%)
VolumeN/A
Net Assets1.82T
TAGRX vs VTSAX Comparison Chart in %
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TAGRX vs. VTSAX commentary
Jun 27, 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: 1.82T vs. TAGRX (5.81B). VTSAX pays higher dividends than TAGRX: VTSAX (1.28) vs TAGRX (0.31). 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 : 11.44 vs. TAGRX (-3.99). VTSAX return over 5 years is better than : 97.74 vs. TAGRX (42.82).
| 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 | -0.239 | 3.337 | -7% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 1.82T | 0% |
| Annual Yield % from dividends | 0.31 | 1.28 | 24% |
| Returns for 1 year | -3.99 | 11.44 | -35% |
| Returns for 3 years | 18.57 | 54.25 | 34% |
| Returns for 5 years | 42.82 | 97.74 | 44% |
| Returns for 10 years | 63.64 | 191.61 | 33% |
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