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JLCAX vs VTSAX
JLCAX vs VTSAX Comparison
Open Charts JLCAX vs VTSAX
JPMorgan US Large Cap Core Plus A
Price$21.59
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JLCAX vs VTSAX Comparison Chart in %
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JLCAX vs. VTSAX commentary
Jul 27, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. JLCAX (3.46B). VTSAX pays higher dividends than JLCAX: VTSAX (1.21) vs JLCAX (0.00). JLCAX was incepted earlier than VTSAX: JLCAX (20 years) vs VTSAX (25 years). JLCAX (2.01) is less costly to investors than VTSAX (0.04). JLCAX is a more actively managed with annual turnover of: 109.00 vs. VTSAX (2.00). JLCAX has a lower initial minimum investment than VTSAX: JLCAX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 17.75 vs. JLCAX (10.77). VTSAX return over 5 years is better than : 93.55 vs. JLCAX (-15.72).
| JLCAX | VTSAX | JLCAX / VTSAX | |
| Total Expense Ratio | 1.71 | 0.04 | 4,275% |
| Annual Report Gross Expense Ratio | 2.01 | 0.04 | 5,025% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 8.492 | 8.289 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | 10.77 | 17.75 | 61% |
| Returns for 3 years | 15.47 | 60.63 | 26% |
| Returns for 5 years | -15.72 | 93.55 | -17% |
| Returns for 10 years | -27.80 | 201.64 | -14% |
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