Interact to see
Advertisement
Advertisement
JLCAX vs VTSMX
JLCAX vs VTSMX Comparison
Open Charts JLCAX vs VTSMX
JLCAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLCAX vs. VTSMX commentary
Jun 24, 2026
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: 2.31T vs. JLCAX (3.69B). VTSMX pays higher dividends than JLCAX: VTSMX (0.93) vs JLCAX (0.00). JLCAX was incepted earlier than VTSMX: JLCAX (21 years) vs VTSMX (34 years). JLCAX (1.94) is less costly to investors than VTSMX (0.06). JLCAX is a more actively managed with annual turnover of: 100.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than JLCAX: VTSMX (0) vs JLCAX (1000). VTSMX annual gain was more profitable for investors over the last year : 26.19 vs. JLCAX (18.46). VTSMX return over 5 years is better than : 68.72 vs. JLCAX (-10.44).
| JLCAX | VTSMX | JLCAX / VTSMX | |
| Total Expense Ratio | 1.64 | 0.06 | 2,733% |
| Annual Report Gross Expense Ratio | 1.94 | 0.06 | 3,233% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 7.227 | 10.391 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 2.31T | 0% |
| Annual Yield % from dividends | 0.00 | 0.93 | - |
| Returns for 1 year | 18.46 | 26.19 | 70% |
| Returns for 3 years | 43.46 | 72.57 | 60% |
| Returns for 5 years | -10.44 | 68.72 | -15% |
| Returns for 10 years | -5.93 | 268.89 | -2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement