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JLCAX vs VTSAX
JLCAX vs VTSAX Comparison
Open Charts JLCAX vs VTSAX
JPMorgan US Large Cap Core Plus A
Price$21.93
Change-$0.21 (-0.95%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx Adm
Price$157.80
Change-$1.10 (-0.69%)
VolumeN/A
Net Assets2.05T
JLCAX vs VTSAX Comparison Chart in %
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JLCAX vs. VTSAX commentary
Nov 19, 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: 2.05T vs. JLCAX (3.45B). VTSAX pays higher dividends than JLCAX: VTSAX (1.11) 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: 100.00 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 : 12.10 vs. JLCAX (2.00). VTSAX return over 5 years is better than : 77.92 vs. JLCAX (-24.75).
| 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 | 10.201 | 12.746 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 2.00 | 12.10 | 17% |
| Returns for 3 years | 13.76 | 65.02 | 21% |
| Returns for 5 years | -24.75 | 77.92 | -32% |
| Returns for 10 years | -25.80 | 216.64 | -12% |