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JLCAX vs VTSMX
JLCAX vs VTSMX Comparison
Open Charts JLCAX vs VTSMX
JPMorgan US Large Cap Core Plus A
Price$22.33
Change-$0.37 (-1.63%)
VolumeN/A
Net Assets3.53B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
JLCAX vs VTSMX Comparison Chart in %
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JLCAX vs. VTSMX commentary
Nov 14, 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 Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. JLCAX (3.53B). VTSMX pays higher dividends than JLCAX: VTSMX (1.02) vs JLCAX (0.00). JLCAX was incepted earlier than VTSMX: JLCAX (20 years) vs VTSMX (34 years). JLCAX (2.01) is less costly to investors than VTSMX (0.14). JLCAX has a lower initial minimum investment than VTSMX: JLCAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. JLCAX (3.37). VTSMX return over 5 years is better than : 83.98 vs. JLCAX (-22.42).
| JLCAX | VTSMX | JLCAX / VTSMX | |
| Total Expense Ratio | 1.71 | 0.14 | 1,221% |
| Annual Report Gross Expense Ratio | 2.01 | 0.14 | 1,436% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 14.070 | 15.972 | 88% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 3.37 | 13.42 | 25% |
| Returns for 3 years | 17.38 | 68.22 | 25% |
| Returns for 5 years | -22.42 | 83.98 | -27% |
| Returns for 10 years | -20.76 | 235.40 | -9% |
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