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JLVIX vs VTSMX
JLVIX vs VTSMX Comparison
Open Charts JLVIX vs VTSMX
JHancock Fundamental Large Cap Core I
Price$74.51
Change+$0.35 (+0.47%)
VolumeN/A
Net Assets6.22B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JLVIX vs VTSMX Comparison Chart in %
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JLVIX vs. VTSMX commentary
Jul 28, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JLVIX (6.22B). VTSMX pays higher dividends than JLVIX: VTSMX (1.12) vs JLVIX (0.50). JLVIX was incepted earlier than VTSMX: JLVIX (24 years) vs VTSMX (33 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 : 17.75 vs. JLVIX (-0.13). VTSMX return over 5 years is better than : 93.51 vs. JLVIX (42.75).
| JLVIX | VTSMX | JLVIX / VTSMX | |
| Total Expense Ratio | 0.77 | 0.14 | 550% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 3.919 | 8.287 | 47% |
| 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 | 1.91T | 0% |
| Annual Yield % from dividends | 0.50 | 1.12 | 44% |
| Returns for 1 year | -0.13 | 17.75 | -1% |
| Returns for 3 years | 24.26 | 60.60 | 40% |
| Returns for 5 years | 42.75 | 93.51 | 46% |
| Returns for 10 years | 71.53 | 200.97 | 36% |
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