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JLCAX vs VTSAX
JLCAX vs VTSAX Comparison
Open Charts JLCAX vs VTSAX
JPMorgan US Large Cap Core Plus A
Price$22.05
Change-$0.09 (-0.41%)
VolumeN/A
Net Assets3.52B
Vanguard Total Stock Mkt Idx Adm
Price$158.25
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
JLCAX vs VTSAX Comparison Chart in %
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JLCAX vs. VTSAX commentary
Sep 26, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. JLCAX (3.52B). VTSAX pays higher dividends than JLCAX: VTSAX (1.16) 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 : 16.05 vs. JLCAX (7.22). VTSAX return over 5 years is better than : 96.46 vs. JLCAX (-16.85).
| 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 | 11.256 | 12.886 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | 7.22 | 16.05 | 45% |
| Returns for 3 years | 25.31 | 79.99 | 32% |
| Returns for 5 years | -16.85 | 96.46 | -17% |
| Returns for 10 years | -15.88 | 250.63 | -6% |
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