TAGRX
Price
$68.85
Change
+$0.38 (+0.55%)
Updated
Jul 3 closing price
Net Assets
5.97B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
Interact to see
Advertisement

TAGRX vs VTSMX

Header iconTAGRX vs VTSMX Comparison
Open Charts TAGRX vs VTSMXBanner chart's image
JHancock Fundamental Large Cap Core A
Price$68.85
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets5.97B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
TAGRX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
TAGRX vs. VTSMX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. TAGRX (5.97B). 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 : 13.89 vs. TAGRX (-1.98). VTSMX return over 5 years is better than : 95.59 vs. TAGRX (41.44).
TAGRXVTSMXTAGRX / VTSMX
Total Expense Ratio1.020.14729%
Annual Report Gross Expense Ratio1.030.14736%
Fund Existence41 years33 years-
Gain YTD2.8996.42145%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets5.97B1.82T0%
Annual Yield % from dividends0.291.1226%
Returns for 1 year-1.9813.89-14%
Returns for 3 years25.2762.0841%
Returns for 5 years41.4495.5943%
Returns for 10 years68.30198.0534%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BAFFX44.070.40
+0.92%
Brown Advisory Flexible Equity Inst
ASYMX14.290.11
+0.78%
Alger Weatherbie Specialized Growth Y
ALVAX23.480.11
+0.47%
American Beacon Large Cap Value A
OIERX25.690.11
+0.43%
JPMorgan Equity Income R5
IRSYX15.240.03
+0.20%
Macquarie Real Estate Securities Y