JFCIX vs. VITPX
Compare and contrast key facts about John Hancock Funds Fundamental All Cap Core Fund (JFCIX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX).
JFCIX is managed by John Hancock. It was launched on Jun 1, 2011. VITPX is managed by Vanguard. It was launched on May 31, 2001.
Performance
JFCIX vs. VITPX - Performance Comparison
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JFCIX vs. VITPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JFCIX John Hancock Funds Fundamental All Cap Core Fund | -8.68% | 4.83% | 23.65% | 34.78% | -23.41% | 30.12% | 27.76% | 36.36% | -14.37% | 27.39% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | -3.97% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 20.95% | 30.87% | -5.59% | 20.51% |
Returns By Period
In the year-to-date period, JFCIX achieves a -8.68% return, which is significantly lower than VITPX's -3.97% return. Both investments have delivered pretty close results over the past 10 years, with JFCIX having a 13.14% annualized return and VITPX not far ahead at 13.67%.
JFCIX
- 1D
- 2.77%
- 1M
- -5.36%
- YTD
- -8.68%
- 6M
- -8.66%
- 1Y
- 5.50%
- 3Y*
- 11.95%
- 5Y*
- 7.53%
- 10Y*
- 13.14%
VITPX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.95%
- 1Y
- 17.76%
- 3Y*
- 18.40%
- 5Y*
- 10.81%
- 10Y*
- 13.67%
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JFCIX vs. VITPX - Expense Ratio Comparison
JFCIX has a 0.83% expense ratio, which is higher than VITPX's 0.02% expense ratio.
Return for Risk
JFCIX vs. VITPX — Risk / Return Rank
JFCIX
VITPX
JFCIX vs. VITPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Fundamental All Cap Core Fund (JFCIX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| JFCIX | VITPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.98 | -0.69 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.50 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 1.51 | -1.09 |
Martin ratioReturn relative to average drawdown | 1.35 | 7.25 | -5.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JFCIX | VITPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.98 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.63 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.75 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.47 | +0.15 |
Correlation
The correlation between JFCIX and VITPX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JFCIX vs. VITPX - Dividend Comparison
JFCIX's dividend yield for the trailing twelve months is around 11.72%, more than VITPX's 2.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFCIX John Hancock Funds Fundamental All Cap Core Fund | 11.72% | 10.70% | 0.30% | 0.36% | 5.05% | 3.35% | 2.95% | 0.16% | 9.75% | 5.97% | 0.41% | 5.36% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.61% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
Drawdowns
JFCIX vs. VITPX - Drawdown Comparison
The maximum JFCIX drawdown since its inception was -37.06%, smaller than the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for JFCIX and VITPX.
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Drawdown Indicators
| JFCIX | VITPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.06% | -55.28% | +18.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -12.41% | -1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -28.39% | -25.31% | -3.08% |
Max Drawdown (10Y)Largest decline over 10 years | -37.06% | -34.99% | -2.07% |
Current DrawdownCurrent decline from peak | -11.70% | -6.21% | -5.49% |
Average DrawdownAverage peak-to-trough decline | -5.60% | -8.07% | +2.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 2.59% | +1.77% |
Volatility
JFCIX vs. VITPX - Volatility Comparison
John Hancock Funds Fundamental All Cap Core Fund (JFCIX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) have volatilities of 5.44% and 5.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JFCIX | VITPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.44% | 5.49% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.35% | 9.79% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.97% | 18.61% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.96% | 17.37% | +2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 18.40% | +2.25% |