JLCAX
Price
$18.06
Change
-$0.94 (-4.95%)
Updated
Apr 3 closing price
Net Assets
2.98B
VTSAX
Price
$128.49
Change
-$6.87 (-5.08%)
Updated
Apr 3 closing price
Net Assets
1.81T
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JLCAX vs VTSAX

Header iconJLCAX vs VTSAX Comparison
Open Charts JLCAX vs VTSAXBanner chart's image
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 Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
JLCAX vs VTSAX Comparison Chart
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JLCAX vs. VTSAX 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 VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. JLCAX (2.98B). VTSAX pays higher dividends than JLCAX: VTSAX (1.35) vs JLCAX (0.00). JLCAX was incepted earlier than VTSAX: JLCAX (19 years) vs VTSAX (24 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 : 8.05 vs. JLCAX (1.40). VTSAX return over 5 years is better than : 126.25 vs. JLCAX (-1.33).
JLCAXVTSAXJLCAX / VTSAX
Total Expense Ratio1.710.044,275%
Annual Report Gross Expense Ratio2.010.045,025%
Fund Existence19 years24 years-
Gain YTD-5.126-3.990128%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.98B1.81T0%
Annual Yield % from dividends0.001.35-
Returns for 1 year1.408.0517%
Returns for 3 years-13.3121.03-63%
Returns for 5 years-1.33126.25-1%
Returns for 10 years-35.92167.38-21%
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