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TAGRX vs VTSAX
TAGRX vs VTSAX Comparison
Open Charts TAGRX vs VTSAX
JHancock Fundamental Large Cap Core A
Price$68.85
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets5.97B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
TAGRX vs VTSAX Comparison Chart in %
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TAGRX vs. VTSAX commentary
Jul 07, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. TAGRX (5.97B). VTSAX pays higher dividends than TAGRX: VTSAX (1.21) vs TAGRX (0.29). 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 : 13.89 vs. TAGRX (-1.98). VTSAX return over 5 years is better than : 95.62 vs. TAGRX (41.44).
| 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 | 2.899 | 6.416 | 45% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.97B | 1.82T | 0% |
| Annual Yield % from dividends | 0.29 | 1.21 | 24% |
| Returns for 1 year | -1.98 | 13.89 | -14% |
| Returns for 3 years | 25.27 | 62.12 | 41% |
| Returns for 5 years | 41.44 | 95.62 | 43% |
| Returns for 10 years | 68.30 | 198.69 | 34% |
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