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JLCAX vs VTSAX
JLCAX vs VTSAX Comparison
Open Charts JLCAX vs VTSAX
JPMorgan US Large Cap Core Plus A
Price$21.23
Change+$0.18 (+0.86%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JLCAX vs VTSAX Comparison Chart in %
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JLCAX vs. VTSAX commentary
Jul 07, 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: 1.82T vs. JLCAX (3.38B). 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 : 13.89 vs. JLCAX (5.73). VTSAX return over 5 years is better than : 95.62 vs. JLCAX (-14.66).
| 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 | 6.683 | 6.416 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | 5.73 | 13.89 | 41% |
| Returns for 3 years | 16.72 | 62.12 | 27% |
| Returns for 5 years | -14.66 | 95.62 | -15% |
| Returns for 10 years | -28.43 | 198.69 | -14% |
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