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TAGRX vs VTSMX
TAGRX vs VTSMX Comparison
Open Charts TAGRX vs VTSMX
JHancock Fundamental Large Cap Core A
Price$67.34
Change-$1.14 (-1.66%)
VolumeN/A
Net Assets5.85B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
TAGRX vs VTSMX Comparison Chart
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TAGRX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. TAGRX (5.85B). VTSMX pays higher dividends than TAGRX: VTSMX (1.26) vs TAGRX (0.24). TAGRX was incepted earlier than VTSMX: TAGRX (40 years) vs VTSMX (33 years). 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 : 19.83 vs. TAGRX (3.99). VTSMX return over 5 years is better than : 78.15 vs. TAGRX (33.38).
| TAGRX | VTSMX | TAGRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 33 years | - |
| Gain YTD | 0.643 | 4.057 | 16% |
| 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 | 1.26 | 19% |
| Returns for 1 year | 3.99 | 19.83 | 20% |
| Returns for 3 years | 5.96 | 39.38 | 15% |
| Returns for 5 years | 33.38 | 78.15 | 43% |
| Returns for 10 years | 66.66 | 185.46 | 36% |
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