Interact to see
Advertisement
Advertisement
JLVIX vs VSMPX
JLVIX vs VSMPX Comparison
Open Charts JLVIX vs VSMPX
JHancock Fundamental Large Cap Core I
Price$73.87
Change+$0.41 (+0.56%)
VolumeN/A
Net Assets5.97B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
JLVIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLVIX vs. VSMPX 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 JLVIX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. JLVIX (5.97B). VSMPX pays higher dividends than JLVIX: VSMPX (1.22) vs JLVIX (0.50). JLVIX was incepted earlier than VSMPX: JLVIX (24 years) vs VSMPX (10 years). JLVIX (0.78) is less costly to investors than VSMPX (0.02). JLVIX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). JLVIX has a lower initial minimum investment than VSMPX: JLVIX (250000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. JLVIX (-1.01). VSMPX return over 5 years is better than : 95.69 vs. JLVIX (45.21).
| JLVIX | VSMPX | JLVIX / VSMPX | |
| Total Expense Ratio | 0.77 | 0.02 | 3,850% |
| Annual Report Gross Expense Ratio | 0.78 | 0.02 | 3,900% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 3.027 | 6.426 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.97B | 1.82T | 0% |
| Annual Yield % from dividends | 0.50 | 1.22 | 40% |
| Returns for 1 year | -1.01 | 13.90 | -7% |
| Returns for 3 years | 27.71 | 62.17 | 45% |
| Returns for 5 years | 45.21 | 95.69 | 47% |
| Returns for 10 years | 75.31 | 189.21 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement