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JFARX vs VTSMX
JFARX vs VTSMX Comparison
Open Charts JFARX vs VTSMX
JHancock Fundamental All Cap Core R4
Price$38.58
Change+$0.21 (+0.55%)
VolumeN/A
Net Assets612.77M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JFARX vs VTSMX Comparison Chart in %
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JFARX vs. VTSMX commentary
Jul 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 JFARX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JFARX (613M). VTSMX pays higher dividends than JFARX: VTSMX (1.12) vs JFARX (0.25). JFARX was incepted earlier than VTSMX: JFARX (10 years) vs VTSMX (33 years). JFARX (1.14) is less costly to investors than VTSMX (0.14). JFARX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (2.00). JFARX has a lower initial minimum investment than VTSMX: JFARX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. JFARX (10.60). VTSMX return over 5 years is better than : 95.59 vs. JFARX (90.21).
| JFARX | VTSMX | JFARX / VTSMX | |
| Total Expense Ratio | 0.97 | 0.14 | 693% |
| Annual Report Gross Expense Ratio | 1.14 | 0.14 | 814% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 1.446 | 6.421 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 1.82T | 0% |
| Annual Yield % from dividends | 0.25 | 1.12 | 23% |
| Returns for 1 year | 10.60 | 13.89 | 76% |
| Returns for 3 years | 61.68 | 62.08 | 99% |
| Returns for 5 years | 90.21 | 95.59 | 94% |
| Returns for 10 years | 146.14 | 198.05 | 74% |
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