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$20.07
Change-$0.23 (-1.13%)
VolumeN/A
Net Assets3.24B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
JLCAX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLCAX vs. VTSAX commentary
Jun 15, 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: 1.82T vs. JLCAX (3.24B). VTSAX pays higher dividends than JLCAX: VTSAX (1.28) 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 : 10.07 vs. JLCAX (2.58). VTSAX return over 5 years is better than : 91.40 vs. JLCAX (-14.84).
| 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 | 2.010 | 1.365 | 147% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 2.58 | 10.07 | 26% |
| Returns for 3 years | 13.99 | 57.61 | 24% |
| Returns for 5 years | -14.84 | 91.40 | -16% |
| Returns for 10 years | -32.78 | 179.53 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement