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TAGRX vs VTSMX
TAGRX vs VTSMX Comparison
Open Charts TAGRX vs VTSMX
JHancock Fundamental Large Cap Core A
Price$69.43
Change+$0.32 (+0.46%)
VolumeN/A
Net Assets6.22B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
TAGRX vs VTSMX Comparison Chart in %
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TAGRX 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 TAGRX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. TAGRX (6.22B). VTSMX pays higher dividends than TAGRX: VTSMX (1.12) vs TAGRX (0.29). TAGRX was incepted earlier than VTSMX: TAGRX (41 years) vs VTSMX (33 years). TAGRX (1.03) is less costly to investors than VTSMX (0.14). TAGRX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). TAGRX has a lower initial minimum investment than VTSMX: TAGRX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. TAGRX (-1.11). VTSMX return over 5 years is better than : 93.51 vs. TAGRX (39.03).
| TAGRX | VTSMX | TAGRX / VTSMX | |
| Total Expense Ratio | 1.02 | 0.14 | 729% |
| Annual Report Gross Expense Ratio | 1.03 | 0.14 | 736% |
| Fund Existence | 41 years | 33 years | - |
| Gain YTD | 3.766 | 8.287 | 45% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 1.91T | 0% |
| Annual Yield % from dividends | 0.29 | 1.12 | 26% |
| Returns for 1 year | -1.11 | 17.75 | -6% |
| Returns for 3 years | 21.87 | 60.60 | 36% |
| Returns for 5 years | 39.03 | 93.51 | 42% |
| Returns for 10 years | 64.63 | 200.97 | 32% |
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