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JLCAX vs VTSMX
JLCAX vs VTSMX Comparison
Open Charts JLCAX vs VTSMX
JPMorgan US Large Cap Core Plus A
Price$21.93
Change-$0.21 (-0.95%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
JLCAX vs VTSMX Comparison Chart in %
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JLCAX vs. VTSMX commentary
Nov 19, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. JLCAX (3.45B). VTSMX pays higher dividends than JLCAX: VTSMX (1.02) vs JLCAX (0.00). JLCAX was incepted earlier than VTSMX: JLCAX (20 years) vs VTSMX (34 years). JLCAX (2.01) is less costly to investors than VTSMX (0.14). JLCAX is a more actively managed with annual turnover of: 100.00 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 : 12.09 vs. JLCAX (2.00). VTSMX return over 5 years is better than : 77.91 vs. JLCAX (-24.75).
| 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 | 34 years | - |
| Gain YTD | 10.201 | 12.736 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 2.00 | 12.09 | 17% |
| Returns for 3 years | 13.76 | 64.98 | 21% |
| Returns for 5 years | -24.75 | 77.91 | -32% |
| Returns for 10 years | -25.80 | 215.97 | -12% |
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