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JLCVX vs VTSMX
JLCVX vs VTSMX Comparison
Open Charts JLCVX vs VTSMX
JLCVX vs VTSMX Comparison Chart in %
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JLCVX vs. VTSMX commentary
Jul 01, 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 JLCVX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.31T vs. JLCVX (6.02B). VTSMX pays higher dividends than JLCVX: VTSMX (0.93) vs JLCVX (0.47). JLCVX was incepted earlier than VTSMX: JLCVX (17 years) vs VTSMX (34 years). JLCVX (0.71) is less costly to investors than VTSMX (0.06). JLCVX is a more actively managed with annual turnover of: 49.00 vs. VTSMX (3.00). JLCVX (0) and VTSMX (0) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 19.81 vs. JLCVX (-2.77). VTSMX return over 5 years is better than : 63.54 vs. JLCVX (-4.90).
| JLCVX | VTSMX | JLCVX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.06 | 1,167% |
| Annual Report Gross Expense Ratio | 0.71 | 0.06 | 1,183% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | -0.703 | 8.320 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.02B | 2.31T | 0% |
| Annual Yield % from dividends | 0.47 | 0.93 | 51% |
| Returns for 1 year | -2.77 | 19.81 | -14% |
| Returns for 3 years | 11.94 | 65.07 | 18% |
| Returns for 5 years | -4.90 | 63.54 | -8% |
| Returns for 10 years | 72.58 | 250.68 | 29% |
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