Interact to see
Advertisement
Advertisement
JLVIX vs VTSMX
JLVIX vs VTSMX Comparison
Open Charts JLVIX vs VTSMX
JHancock Fundamental Large Cap Core I
Price$77.00
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets6.22B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
JLVIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLVIX vs. VTSMX commentary
Oct 18, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. JLVIX (6.22B). VTSMX pays higher dividends than JLVIX: VTSMX (1.04) vs JLVIX (0.47). JLVIX was incepted earlier than VTSMX: JLVIX (25 years) vs VTSMX (34 years). JLVIX (0.78) is less costly to investors than VTSMX (0.14). JLVIX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JLVIX: VTSMX (3000) vs JLVIX (250000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. JLVIX (-1.79). VTSMX return over 5 years is better than : 84.86 vs. JLVIX (36.09).
| JLVIX | VTSMX | JLVIX / VTSMX | |
| Total Expense Ratio | 0.77 | 0.14 | 550% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 7.392 | 13.012 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 2.02T | 0% |
| Annual Yield % from dividends | 0.47 | 1.04 | 45% |
| Returns for 1 year | -1.79 | 13.79 | -13% |
| Returns for 3 years | 36.94 | 76.02 | 49% |
| Returns for 5 years | 36.09 | 84.86 | 43% |
| Returns for 10 years | 82.83 | 225.10 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VCINX | 13.93 | 0.11 | +0.80% |
| VALIC Company I International Growth | |||
| RYOAX | 61.53 | 0.24 | +0.39% |
| Rydex Biotechnology H | |||
| CCALX | 71.40 | 0.01 | +0.01% |
| Conestoga Small Cap Institutional | |||
| DFIEX | 19.49 | -0.02 | -0.10% |
| DFA International Core Equity 2 I | |||
| PEXMX | 36.24 | -0.06 | -0.17% |
| T. Rowe Price Extended Equity Market Idx | |||