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 | 33 years | - |
Gain YTD | 8.492 | 8.287 | 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 | 1.12 | - |
Returns for 1 year | 10.77 | 17.75 | 61% |
Returns for 3 years | 15.47 | 60.60 | 26% |
Returns for 5 years | -15.72 | 93.51 | -17% |
Returns for 10 years | -27.80 | 200.97 | -14% |