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JLCAX vs VSTSX
JLCAX vs VSTSX Comparison
Open Charts JLCAX vs VSTSX
JPMorgan US Large Cap Core Plus A
Price$20.41
Change+$0.19 (+0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$284.86
Change+$3.07 (+1.09%)
VolumeN/A
CapitalizationN/A
JLCAX vs VSTSX Comparison Chart
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JLCAX vs. VSTSX commentary
Dec 26, 2024
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 StrongBuy and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. JLCAX (2.88B). VSTSX pays higher dividends than JLCAX: VSTSX (1.36) vs JLCAX (0.01). JLCAX was incepted earlier than VSTSX: JLCAX (19 years) vs VSTSX (9 years). JLCAX is a more actively managed with annual turnover of: 99.00 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 : 25.76 vs. JLCAX (24.45). VSTSX return over 5 years is better than : 81.79 vs. JLCAX (-16.14).
| JLCAX | VSTSX | JLCAX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 23.847 | 25.398 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 1.84T | 0% |
| Annual Yield % from dividends | 0.01 | 1.36 | 1% |
| Returns for 1 year | 24.45 | 25.76 | 95% |
| Returns for 3 years | -11.87 | 24.36 | -49% |
| Returns for 5 years | -16.14 | 81.79 | -20% |
| Returns for 10 years | -30.42 | N/A | - |
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