TAGRX
Price
$65.41
Change
-$0.02 (-0.03%)
Updated
Jun 5 closing price
Net Assets
5.76B
VTSMX
Price
$142.11
Change
-$0.65 (-0.46%)
Updated
Jun 5 closing price
Net Assets
1.82T
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TAGRX vs VTSMX

Header iconTAGRX vs VTSMX Comparison
Open Charts TAGRX vs VTSMXBanner chart's image
JHancock Fundamental Large Cap Core A
Price$65.41
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets5.76B
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
TAGRX vs VTSMX Comparison Chart
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TAGRX vs. VTSMX commentary
Jun 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 Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. TAGRX (5.76B). VTSMX pays higher dividends than TAGRX: VTSMX (1.18) vs TAGRX (0.31). 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 : 11.39 vs. TAGRX (-4.90). VTSMX return over 5 years is better than : 81.77 vs. TAGRX (31.28).
TAGRXVTSMXTAGRX / VTSMX
Total Expense Ratio1.020.14729%
Annual Report Gross Expense Ratio1.030.14736%
Fund Existence41 years33 years-
Gain YTD-2.2121.278-173%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets5.76B1.82T0%
Annual Yield % from dividends0.311.1826%
Returns for 1 year-4.9011.39-43%
Returns for 3 years9.0442.4421%
Returns for 5 years31.2881.7738%
Returns for 10 years59.40181.2233%
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