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TAGRX vs VTSMX
TAGRX vs VTSMX Comparison
Open Charts TAGRX vs VTSMX
JHancock Fundamental Large Cap Core A
Price$65.91
Change-$0.83 (-1.24%)
VolumeN/A
Net Assets5.84B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
TAGRX vs VTSMX Comparison Chart
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TAGRX vs. VTSMX commentary
Jun 15, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. TAGRX (5.84B). VTSMX pays higher dividends than TAGRX: VTSMX (1.18) vs TAGRX (0.31). 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 : 10.06 vs. TAGRX (-4.57). VTSMX return over 5 years is better than : 91.36 vs. TAGRX (38.95).
| 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 | -1.495 | 1.349 | -111% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.84B | 1.82T | 0% |
| Annual Yield % from dividends | 0.31 | 1.18 | 26% |
| Returns for 1 year | -4.57 | 10.06 | -45% |
| Returns for 3 years | 23.93 | 57.59 | 42% |
| Returns for 5 years | 38.95 | 91.36 | 43% |
| Returns for 10 years | 59.00 | 178.92 | 33% |
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