Interact to see
Advertisement
Advertisement
JLCAX vs VTSAX
JLCAX vs VTSAX Comparison
Open Charts JLCAX vs VTSAX
JPMorgan US Large Cap Core Plus A
Price$19.37
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets3.11B
Vanguard Total Stock Mkt Idx Adm
Price$139.59
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets1.72T
JLCAX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLCAX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. JLCAX (3.11B). VTSAX pays higher dividends than JLCAX: VTSAX (1.36) vs JLCAX (0.00). JLCAX was incepted earlier than VTSAX: JLCAX (20 years) vs VTSAX (25 years). JLCAX (2.01) is less costly to investors than VTSAX (0.04). JLCAX is a more actively managed with annual turnover of: 109.00 vs. VTSAX (2.00). JLCAX has a lower initial minimum investment than VTSAX: JLCAX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 9.51 vs. JLCAX (1.88). VTSAX return over 5 years is better than : 92.93 vs. JLCAX (-16.06).
| JLCAX | VTSAX | JLCAX / VTSAX | |
| Total Expense Ratio | 1.71 | 0.04 | 4,275% |
| Annual Report Gross Expense Ratio | 2.01 | 0.04 | 5,025% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -1.759 | -0.976 | 180% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.11B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 1.88 | 9.51 | 20% |
| Returns for 3 years | 3.39 | 44.77 | 8% |
| Returns for 5 years | -16.06 | 92.93 | -17% |
| Returns for 10 years | -35.29 | 170.38 | -21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement