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JLVIX vs VTSAX
JLVIX vs VTSAX Comparison
Open Charts JLVIX vs VTSAX
JHancock Fundamental Large Cap Core I
Price$70.71
Change-$0.89 (-1.24%)
VolumeN/A
Net Assets5.76B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
JLVIX vs VTSAX Comparison Chart
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JLVIX vs. VTSAX commentary
Jun 15, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. JLVIX (5.76B). VTSAX pays higher dividends than JLVIX: VTSAX (1.28) vs JLVIX (0.52). JLVIX was incepted earlier than VTSAX: JLVIX (24 years) vs VTSAX (25 years). JLVIX (0.78) is less costly to investors than VTSAX (0.04). JLVIX is a more actively managed with annual turnover of: 19.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JLVIX: VTSAX (3000) vs JLVIX (250000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. JLVIX (-3.60). VTSAX return over 5 years is better than : 91.40 vs. JLVIX (42.68).
| JLVIX | VTSAX | JLVIX / VTSAX | |
| Total Expense Ratio | 0.77 | 0.04 | 1,925% |
| Annual Report Gross Expense Ratio | 0.78 | 0.04 | 1,950% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -1.381 | 1.365 | -101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 1.82T | 0% |
| Annual Yield % from dividends | 0.52 | 1.28 | 40% |
| Returns for 1 year | -3.60 | 10.07 | -36% |
| Returns for 3 years | 26.36 | 57.61 | 46% |
| Returns for 5 years | 42.68 | 91.40 | 47% |
| Returns for 10 years | 65.62 | 179.53 | 37% |
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