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JLVIX vs VTSAX
JLVIX vs VTSAX Comparison
Open Charts JLVIX vs VTSAX
JHancock Fundamental Large Cap Core I
Price$74.73
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets6.19B
Vanguard Total Stock Mkt Idx Adm
Price$153.16
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
JLVIX vs VTSAX Comparison Chart in %
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JLVIX vs. VTSAX commentary
Aug 20, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. JLVIX (6.19B). VTSAX pays higher dividends than JLVIX: VTSAX (1.18) vs JLVIX (0.49). 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 : 16.00 vs. JLVIX (-0.70). VTSAX return over 5 years is better than : 85.58 vs. JLVIX (34.53).
| 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 | 4.226 | 9.311 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.19B | 1.91T | 0% |
| Annual Yield % from dividends | 0.49 | 1.18 | 42% |
| Returns for 1 year | -0.70 | 16.00 | -4% |
| Returns for 3 years | 14.22 | 49.92 | 28% |
| Returns for 5 years | 34.53 | 85.58 | 40% |
| Returns for 10 years | 82.66 | 222.18 | 37% |
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