Interact to see
Advertisement
Advertisement
TAGRX vs VTSAX
TAGRX vs VTSAX Comparison
Open Charts TAGRX vs VTSAX
JHancock Fundamental Large Cap Core A
Price$66.12
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets6.17B
Vanguard Total Stock Mkt Idx Adm
Price$165.34
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
TAGRX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TAGRX vs. VTSAX commentary
Dec 27, 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 TAGRX is a Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. TAGRX (6.18B). VTSAX pays higher dividends than TAGRX: VTSAX (1.11) vs TAGRX (0.27). TAGRX was incepted earlier than VTSAX: TAGRX (41 years) vs VTSAX (25 years). TAGRX (1.03) is less costly to investors than VTSAX (0.04). TAGRX is a more actively managed with annual turnover of: 19.00 vs. VTSAX (2.00). TAGRX has a lower initial minimum investment than VTSAX: TAGRX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.33 vs. TAGRX (-3.50). VTSAX return over 5 years is better than : 76.73 vs. TAGRX (11.99).
| TAGRX | VTSAX | TAGRX / VTSAX | |
| Total Expense Ratio | 1.02 | 0.04 | 2,550% |
| Annual Report Gross Expense Ratio | 1.03 | 0.04 | 2,575% |
| Fund Existence | 41 years | 25 years | - |
| Gain YTD | -1.405 | 17.316 | -8% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 2.06T | 0% |
| Annual Yield % from dividends | 0.27 | 1.11 | 25% |
| Returns for 1 year | -3.50 | 14.33 | -24% |
| Returns for 3 years | 31.13 | 78.72 | 40% |
| Returns for 5 years | 11.99 | 76.73 | 16% |
| Returns for 10 years | 60.06 | 232.82 | 26% |