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JLCAX vs VTSMX
JLCAX vs VTSMX Comparison
Open Charts JLCAX vs VTSMX
JPMorgan US Large Cap Core Plus A
Price$20.60
Change-$0.06 (-0.29%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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JLCAX vs VTSMX Comparison Chart
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JLCAX vs. VTSMX commentary
Sep 21, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JLCAX (2.56B). VTSMX pays higher dividends than JLCAX: VTSMX (1.26) vs JLCAX (0.01). JLCAX was incepted earlier than VTSMX: JLCAX (19 years) vs VTSMX (32 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 : 31.53 vs. JLCAX (18.40). VTSMX return over 5 years is better than : 85.64 vs. JLCAX (-14.30).
| JLCAX | VTSMX | JLCAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 23.058 | 18.617 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.01 | 1.26 | 1% |
| Returns for 1 year | 18.40 | 31.53 | 58% |
| Returns for 3 years | -26.59 | 25.35 | -105% |
| Returns for 5 years | -14.30 | 85.64 | -17% |
| Returns for 10 years | -33.00 | 187.59 | -18% |
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