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TAGRX vs VTSMX
TAGRX vs VTSMX Comparison
Open Charts TAGRX vs VTSMX
JHancock Fundamental Large Cap Core A
Price$68.23
Change+$0.64 (+0.95%)
VolumeN/A
Net Assets5.8B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
TAGRX vs VTSMX Comparison Chart
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TAGRX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. TAGRX (5.8B). 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 : 25.24 vs. TAGRX (10.25). VTSMX return over 5 years is better than : 76.07 vs. TAGRX (33.05).
| 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 | 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 | 1.26 | 19% |
| Returns for 1 year | 10.25 | 25.24 | 41% |
| Returns for 3 years | 0.28 | 28.94 | 1% |
| Returns for 5 years | 33.05 | 76.07 | 43% |
| Returns for 10 years | 82.31 | 194.99 | 42% |
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