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TAGRX vs VTSMX
TAGRX vs VTSMX Comparison
Open Charts TAGRX vs VTSMX
JHancock Fundamental Large Cap Core A
Price$70.84
Change-$0.57 (-0.80%)
VolumeN/A
Net Assets6.11B
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
TAGRX vs VTSMX Comparison Chart in %
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TAGRX vs. VTSMX commentary
Nov 20, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. TAGRX (6.11B). VTSMX pays higher dividends than TAGRX: VTSMX (1.02) vs TAGRX (0.27). TAGRX was incepted earlier than VTSMX: TAGRX (41 years) vs VTSMX (34 years). TAGRX (1.03) is less costly to investors than VTSMX (0.14). TAGRX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). TAGRX has a lower initial minimum investment than VTSMX: TAGRX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.09 vs. TAGRX (-4.86). VTSMX return over 5 years is better than : 77.91 vs. TAGRX (27.28).
| TAGRX | VTSMX | TAGRX / VTSMX | |
| Total Expense Ratio | 1.02 | 0.14 | 729% |
| Annual Report Gross Expense Ratio | 1.03 | 0.14 | 736% |
| Fund Existence | 41 years | 34 years | - |
| Gain YTD | 6.725 | 12.736 | 53% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.11B | 2.05T | 0% |
| Annual Yield % from dividends | 0.27 | 1.02 | 27% |
| Returns for 1 year | -4.86 | 12.09 | -40% |
| Returns for 3 years | 28.78 | 64.98 | 44% |
| Returns for 5 years | 27.28 | 77.91 | 35% |
| Returns for 10 years | 65.64 | 215.97 | 30% |
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