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TAGRX vs VTSMX
TAGRX vs VTSMX Comparison
Open Charts TAGRX vs VTSMX
JHancock Fundamental Large Cap Core A
Price$73.06
Change+$0.26 (+0.36%)
VolumeN/A
Net Assets6.2B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
TAGRX vs VTSMX Comparison Chart in %
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TAGRX vs. VTSMX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. TAGRX (6.2B). 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 : 11.43 vs. TAGRX (-5.67). VTSMX return over 5 years is better than : 77.17 vs. TAGRX (25.57).
| 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 | 8.803 | 15.489 | 57% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 2.05T | 0% |
| Annual Yield % from dividends | 0.27 | 1.02 | 27% |
| Returns for 1 year | -5.67 | 11.43 | -50% |
| Returns for 3 years | 27.70 | 64.40 | 43% |
| Returns for 5 years | 25.57 | 77.17 | 33% |
| Returns for 10 years | 68.79 | 223.01 | 31% |
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