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JLCAX vs VTSAX
JLCAX vs VTSAX Comparison
Open Charts JLCAX vs VTSAX
JPMorgan US Large Cap Core Plus A
Price$20.60
Change-$0.06 (-0.29%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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JLCAX vs VTSAX Comparison Chart
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JLCAX vs. VTSAX commentary
Sep 21, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. JLCAX (2.56B). VTSAX pays higher dividends than JLCAX: VTSAX (1.35) vs JLCAX (0.01). JLCAX was incepted earlier than VTSAX: JLCAX (19 years) vs VTSAX (24 years). JLCAX is a more actively managed with annual turnover of: 99.00 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 : 25.89 vs. JLCAX (18.40). VTSAX return over 5 years is better than : 82.99 vs. JLCAX (-14.30).
| JLCAX | VTSAX | JLCAX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 23.058 | 16.921 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.01 | 1.35 | 1% |
| Returns for 1 year | 18.40 | 25.89 | 71% |
| Returns for 3 years | -26.59 | 21.34 | -125% |
| Returns for 5 years | -14.30 | 82.99 | -17% |
| Returns for 10 years | -33.00 | 179.72 | -18% |