JLCAX
Price
$21.23
Change
+$0.18 (+0.86%)
Updated
Jul 3 closing price
Net Assets
3.38B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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JLCAX vs VTSMX

Header iconJLCAX vs VTSMX Comparison
Open Charts JLCAX vs VTSMXBanner chart's image
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 I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JLCAX vs VTSMX Comparison Chart in %
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JLCAX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JLCAX (3.38B). VTSMX pays higher dividends than JLCAX: VTSMX (1.12) vs JLCAX (0.00). JLCAX was incepted earlier than VTSMX: JLCAX (20 years) vs VTSMX (33 years). JLCAX (2.01) is less costly to investors than VTSMX (0.14). JLCAX is a more actively managed with annual turnover of: 109.00 vs. VTSMX (2.00). 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 : 13.89 vs. JLCAX (5.73). VTSMX return over 5 years is better than : 95.59 vs. JLCAX (-14.66).
JLCAXVTSMXJLCAX / VTSMX
Total Expense Ratio1.710.141,221%
Annual Report Gross Expense Ratio2.010.141,436%
Fund Existence20 years33 years-
Gain YTD6.6836.421104%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.38B1.82T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year5.7313.8941%
Returns for 3 years16.7262.0827%
Returns for 5 years-14.6695.59-15%
Returns for 10 years-28.43198.05-14%
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