Interact to see
Advertisement
Advertisement
TAGRX vs VTSMX
TAGRX vs VTSMX Comparison
Open Charts TAGRX vs VTSMX
JHancock Fundamental Large Cap Core A
Price$69.62
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets6.19B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
TAGRX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TAGRX vs. VTSMX commentary
Aug 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. TAGRX (6.19B). VTSMX pays higher dividends than TAGRX: VTSMX (1.09) 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 : 16.21 vs. TAGRX (-1.58). VTSMX return over 5 years is better than : 85.82 vs. TAGRX (31.01).
| 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 | 4.050 | 9.266 | 44% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.19B | 1.91T | 0% |
| Annual Yield % from dividends | 0.29 | 1.09 | 27% |
| Returns for 1 year | -1.58 | 16.21 | -10% |
| Returns for 3 years | 8.09 | 46.80 | 17% |
| Returns for 5 years | 31.01 | 85.82 | 36% |
| Returns for 10 years | 64.54 | 202.54 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IRSAX | 15.09 | 0.07 | +0.47% |
| Macquarie Real Estate Securities A | |||
| VEUPX | 187.88 | 0.29 | +0.15% |
| Vanguard European Stock Instl Plus | |||
| ASYMX | 14.75 | N/A | N/A |
| Alger Weatherbie Specialized Growth Y | |||
| MCLRX | 16.17 | -0.04 | -0.25% |
| BlackRock Advantage Large Cap Core Inv C | |||
| BSMKX | 17.50 | -0.08 | -0.46% |
| iShares Russell Small/Mid-Cap Idx K | |||