Ad is loading...
JLCAX vs VTSMX
JLCAX vs VTSMX Comparison
Open Charts JLCAX vs VTSMX
JPMorgan US Large Cap Core Plus A
Price$18.35
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets2.9B
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
JLCAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLCAX vs. VTSMX commentary
Apr 28, 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: 1.7T vs. JLCAX (2.9B). VTSMX pays higher dividends than JLCAX: VTSMX (1.25) 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 : 8.68 vs. JLCAX (0.88). VTSMX return over 5 years is better than : 91.92 vs. JLCAX (-17.12).
| 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 | -7.789 | -6.512 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 0.88 | 8.68 | 10% |
| Returns for 3 years | -7.87 | 29.71 | -26% |
| Returns for 5 years | -17.12 | 91.92 | -19% |
| Returns for 10 years | -38.47 | 156.42 | -25% |