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TAGRX vs VTSMX
TAGRX vs VTSMX Comparison
Open Charts TAGRX vs VTSMX
JHancock Fundamental Large Cap Core A
Price$66.12
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets6.17B
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
TAGRX vs VTSMX Comparison Chart in %
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TAGRX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. TAGRX (6.18B). VTSMX pays higher dividends than TAGRX: VTSMX (1.02) vs TAGRX (0.27). TAGRX was incepted earlier than VTSMX: TAGRX (41 years) vs VTSMX (34 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 : 14.42 vs. TAGRX (-3.50). VTSMX return over 5 years is better than : 76.81 vs. TAGRX (11.99).
| 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 | 34 years | - |
| Gain YTD | -1.405 | 17.377 | -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 | 1.02 | 27% |
| Returns for 1 year | -3.50 | 14.42 | -24% |
| Returns for 3 years | 31.13 | 78.00 | 40% |
| Returns for 5 years | 11.99 | 76.81 | 16% |
| Returns for 10 years | 60.06 | 234.96 | 26% |
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