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JLCAX vs VITSX
JLCAX vs VITSX Comparison
Open Charts JLCAX vs VITSX
JPMorgan US Large Cap Core Plus A
Price$19.37
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets3.11B
Vanguard Total Stock Market Idx I
Price$138.74
Change-$0.88 (-0.63%)
VolumeN/A
Net Assets1.72T
JLCAX vs VITSX Comparison Chart
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JLCAX vs. VITSX commentary
May 24, 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 JLCAX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. JLCAX (3.11B). VITSX pays higher dividends than JLCAX: VITSX (1.37) vs JLCAX (0.00). JLCAX was incepted earlier than VITSX: JLCAX (20 years) vs VITSX (28 years). JLCAX (2.01) is less costly to investors than VITSX (0.03). JLCAX is a more actively managed with annual turnover of: 109.00 vs. VITSX (2.00). JLCAX has a lower initial minimum investment than VITSX: JLCAX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 9.51 vs. JLCAX (1.88). VITSX return over 5 years is better than : 92.94 vs. JLCAX (-16.06).
| JLCAX | VITSX | JLCAX / VITSX | |
| Total Expense Ratio | 1.71 | 0.03 | 5,700% |
| Annual Report Gross Expense Ratio | 2.01 | 0.03 | 6,700% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | -1.759 | -0.975 | 180% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.11B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 1.88 | 9.51 | 20% |
| Returns for 3 years | 3.39 | 44.78 | 8% |
| Returns for 5 years | -16.06 | 92.94 | -17% |
| Returns for 10 years | -35.29 | 170.38 | -21% |
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