Interact to see
Advertisement
Advertisement
JLVIX vs VTSMX
JLVIX vs VTSMX Comparison
Open Charts JLVIX vs VTSMX
JHancock Fundamental Large Cap Core I
Price$77.63
Change-$1.26 (-1.60%)
VolumeN/A
Net Assets6.29B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
JLVIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLVIX vs. VTSMX commentary
Nov 14, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. JLVIX (6.29B). VTSMX pays higher dividends than JLVIX: VTSMX (1.02) vs JLVIX (0.46). 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 : 13.42 vs. JLVIX (-2.47). VTSMX return over 5 years is better than : 83.98 vs. JLVIX (34.72).
| 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 | 10.028 | 15.972 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.29B | 2.05T | 0% |
| Annual Yield % from dividends | 0.46 | 1.02 | 45% |
| Returns for 1 year | -2.47 | 13.42 | -18% |
| Returns for 3 years | 32.29 | 68.22 | 47% |
| Returns for 5 years | 34.72 | 83.98 | 41% |
| Returns for 10 years | 82.89 | 235.40 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement