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JLCAX vs VTSMX
JLCAX vs VTSMX Comparison
Open Charts JLCAX vs VTSMX
JLCAX vs VTSMX Comparison Chart in %
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JLCAX vs. VTSMX commentary
Aug 23, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.29T vs. JLCAX (3.7B). VTSMX pays higher dividends than JLCAX: VTSMX (0.99) 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 : 21.03 vs. JLCAX (11.93). VTSMX return over 5 years is better than : 66.56 vs. JLCAX (-13.18).
| 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 | 8.491 | 12.869 | 66% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 2.29T | 0% |
| Annual Yield % from dividends | 0.00 | 0.99 | - |
| Returns for 1 year | 11.93 | 21.03 | 57% |
| Returns for 3 years | 42.74 | 74.28 | 58% |
| Returns for 5 years | -13.18 | 66.56 | -20% |
| Returns for 10 years | -12.95 | 249.18 | -5% |
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