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TAGRX vs VTSMX
TAGRX vs VTSMX Comparison
Open Charts TAGRX vs VTSMX
JHancock Fundamental Large Cap Core A
Price$71.72
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets6.23B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
TAGRX vs VTSMX Comparison Chart in %
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TAGRX vs. VTSMX commentary
Oct 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. TAGRX (6.23B). VTSMX pays higher dividends than TAGRX: VTSMX (1.04) vs TAGRX (0.28). 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 : 13.79 vs. TAGRX (-2.75). VTSMX return over 5 years is better than : 84.86 vs. TAGRX (32.58).
| 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 | 7.189 | 13.012 | 55% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.23B | 2.02T | 0% |
| Annual Yield % from dividends | 0.28 | 1.04 | 27% |
| Returns for 1 year | -2.75 | 13.79 | -20% |
| Returns for 3 years | 34.33 | 76.02 | 45% |
| Returns for 5 years | 32.58 | 84.86 | 38% |
| Returns for 10 years | 75.52 | 225.10 | 34% |
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