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TAGRX vs VTSMX
TAGRX vs VTSMX Comparison
Open Charts TAGRX vs VTSMX
JHancock Fundamental Large Cap Core A
Price$73.10
Change+$0.51 (+0.70%)
VolumeN/A
Net Assets6.33B
Vanguard Total Stock Mkt Idx I
Price$161.19
Change+$0.60 (+0.37%)
VolumeN/A
Net Assets2.02T
TAGRX vs VTSMX Comparison Chart in %
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TAGRX vs. VTSMX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. TAGRX (6.33B). VTSMX pays higher dividends than TAGRX: VTSMX (1.04) vs TAGRX (0.28). TAGRX was incepted earlier than VTSMX: TAGRX (41 years) vs VTSMX (33 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 : 16.79 vs. TAGRX (-0.97). VTSMX return over 5 years is better than : 89.96 vs. TAGRX (36.60).
| 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 | 33 years | - |
| Gain YTD | 8.489 | 13.963 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 2.02T | 0% |
| Annual Yield % from dividends | 0.28 | 1.04 | 27% |
| Returns for 1 year | -0.97 | 16.79 | -6% |
| Returns for 3 years | 37.68 | 81.38 | 46% |
| Returns for 5 years | 36.60 | 89.96 | 41% |
| Returns for 10 years | 79.56 | 229.85 | 35% |
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