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JLCAX vs VTSMX
JLCAX vs VTSMX Comparison
Open Charts JLCAX vs VTSMX
JPMorgan US Large Cap Core Plus A
Price$21.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JLCAX vs VTSMX Comparison Chart
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JLCAX vs. VTSMX commentary
Nov 14, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. JLCAX (2.86B). VTSMX pays higher dividends than JLCAX: VTSMX (1.26) vs JLCAX (0.01). JLCAX was incepted earlier than VTSMX: JLCAX (19 years) vs VTSMX (33 years). JLCAX is a more actively managed with annual turnover of: 99.00 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 : 33.37 vs. JLCAX (25.21). VTSMX return over 5 years is better than : 87.43 vs. JLCAX (-11.25).
| JLCAX | VTSMX | JLCAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 33.252 | 24.862 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 1.73T | 0% |
| Annual Yield % from dividends | 0.01 | 1.26 | 1% |
| Returns for 1 year | 25.21 | 33.37 | 76% |
| Returns for 3 years | -26.47 | 22.80 | -116% |
| Returns for 5 years | -11.25 | 87.43 | -13% |
| Returns for 10 years | -28.00 | 193.39 | -14% |