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JFCIX vs VTSMX
JFCIX vs VTSMX Comparison
Open Charts JFCIX vs VTSMX
JHancock Fundamental All Cap Core I
Price$38.81
Change+$0.21 (+0.54%)
VolumeN/A
Net Assets612.77M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JFCIX vs VTSMX Comparison Chart in %
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JFCIX vs. VTSMX commentary
Jul 08, 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 JFCIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JFCIX (613M). VTSMX pays higher dividends than JFCIX: VTSMX (1.12) vs JFCIX (0.30). JFCIX was incepted earlier than VTSMX: JFCIX (14 years) vs VTSMX (33 years). JFCIX (0.90) is less costly to investors than VTSMX (0.14). JFCIX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JFCIX: VTSMX (3000) vs JFCIX (250000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. JFCIX (10.71). VTSMX (95.59) and JFCIX (90.94) have equivalent 5 years return.
| JFCIX | VTSMX | JFCIX / VTSMX | |
| Total Expense Ratio | 0.83 | 0.14 | 593% |
| Annual Report Gross Expense Ratio | 0.90 | 0.14 | 643% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 1.517 | 6.421 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 1.82T | 0% |
| Annual Yield % from dividends | 0.30 | 1.12 | 27% |
| Returns for 1 year | 10.71 | 13.89 | 77% |
| Returns for 3 years | 62.03 | 62.08 | 100% |
| Returns for 5 years | 90.94 | 95.59 | 95% |
| Returns for 10 years | 149.05 | 198.05 | 75% |