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JLCAX vs VTSMX
JLCAX vs VTSMX Comparison
Open Charts JLCAX vs VTSMX
JPMorgan US Large Cap Core Plus A
Price$18.06
Change-$0.94 (-4.95%)
VolumeN/A
Net Assets2.98B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
JLCAX vs VTSMX Comparison Chart
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JLCAX vs. VTSMX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. JLCAX (2.98B). VTSMX pays higher dividends than JLCAX: VTSMX (1.25) vs JLCAX (0.00). JLCAX was incepted earlier than VTSMX: JLCAX (19 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 : 8.05 vs. JLCAX (1.40). VTSMX return over 5 years is better than : 126.23 vs. JLCAX (-1.33).
| 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 | 19 years | 33 years | - |
| Gain YTD | -5.126 | -3.986 | 129% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 1.40 | 8.05 | 17% |
| Returns for 3 years | -13.31 | 21.01 | -63% |
| Returns for 5 years | -1.33 | 126.23 | -1% |
| Returns for 10 years | -35.92 | 166.80 | -22% |
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