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JLCAX vs VTSMX
JLCAX vs VTSMX Comparison
Open Charts JLCAX vs VTSMX
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 I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
JLCAX vs VTSMX Comparison Chart
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JLCAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JLCAX (3.24B). VTSMX pays higher dividends than JLCAX: VTSMX (1.18) vs JLCAX (0.00). JLCAX was incepted earlier than VTSMX: JLCAX (20 years) vs VTSMX (33 years). JLCAX (2.01) is less costly to investors than VTSMX (0.14). JLCAX is a more actively managed with annual turnover of: 109.00 vs. VTSMX (2.00). JLCAX has a lower initial minimum investment than VTSMX: JLCAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. JLCAX (2.58). VTSMX return over 5 years is better than : 91.36 vs. JLCAX (-14.84).
| JLCAX | VTSMX | JLCAX / VTSMX | |
| Total Expense Ratio | 1.71 | 0.14 | 1,221% |
| Annual Report Gross Expense Ratio | 2.01 | 0.14 | 1,436% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 2.010 | 1.349 | 149% |
| 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 | 1.18 | - |
| Returns for 1 year | 2.58 | 10.06 | 26% |
| Returns for 3 years | 13.99 | 57.59 | 24% |
| Returns for 5 years | -14.84 | 91.36 | -16% |
| Returns for 10 years | -32.78 | 178.92 | -18% |
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