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JLCAX vs VSTSX
JLCAX vs VSTSX Comparison
Open Charts JLCAX vs VSTSX
JPMorgan US Large Cap Core Plus A
Price$18.06
Change-$0.94 (-4.95%)
VolumeN/A
Net Assets2.98B
Vanguard Total Stock Mkt Idx Instl Sel
Price$253.01
Change-$13.54 (-5.08%)
VolumeN/A
Net Assets1.81T
JLCAX vs VSTSX Comparison Chart
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JLCAX vs. VSTSX commentary
Apr 04, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. JLCAX (2.98B). VSTSX pays higher dividends than JLCAX: VSTSX (1.37) vs JLCAX (0.00). JLCAX was incepted earlier than VSTSX: JLCAX (19 years) vs VSTSX (9 years). JLCAX (2.01) is less costly to investors than VSTSX (0.01). JLCAX is a more actively managed with annual turnover of: 109.00 vs. VSTSX (2.00). JLCAX has a lower initial minimum investment than VSTSX: JLCAX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 8.07 vs. JLCAX (1.40). VSTSX return over 5 years is better than : 126.39 vs. JLCAX (-1.33).
| JLCAX | VSTSX | JLCAX / VSTSX | |
| Total Expense Ratio | 1.71 | 0.01 | 17,100% |
| Annual Report Gross Expense Ratio | 2.01 | 0.01 | 20,100% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | -5.126 | -3.985 | 129% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 1.40 | 8.07 | 17% |
| Returns for 3 years | -13.31 | 21.09 | -63% |
| Returns for 5 years | -1.33 | 126.39 | -1% |
| Returns for 10 years | -35.92 | N/A | - |
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