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TAGRX vs VTSMX
TAGRX vs VTSMX Comparison
Open Charts TAGRX vs VTSMX
JHancock Fundamental Large Cap Core A
Price$64.51
Change-$7.76 (-10.74%)
VolumeN/A
Net Assets6.14B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
TAGRX vs VTSMX Comparison Chart in %
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TAGRX vs. VTSMX commentary
Feb 04, 2026
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: 2.06T vs. TAGRX (6.14B). VTSMX pays higher dividends than TAGRX: VTSMX (1.00) vs TAGRX (0.23). 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: 49.00 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 : 14.79 vs. TAGRX (-5.55). VTSMX return over 5 years is better than : 68.19 vs. TAGRX (3.26).
| 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 | -1.647 | 1.373 | -120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 2.06T | 0% |
| Annual Yield % from dividends | 0.23 | 1.00 | 23% |
| Returns for 1 year | -5.55 | 14.79 | -38% |
| Returns for 3 years | 15.21 | 63.99 | 24% |
| Returns for 5 years | 3.26 | 68.19 | 5% |
| Returns for 10 years | 81.58 | 270.18 | 30% |
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