JLCAX
Price
$21.59
Change
+$0.07 (+0.33%)
Updated
Jul 25 closing price
Net Assets
3.45B
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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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$21.59
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JLCAX vs VTSMX Comparison Chart in %
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JLCAX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JLCAX (3.46B). 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 : 17.75 vs. JLCAX (10.77). VTSMX return over 5 years is better than : 93.51 vs. JLCAX (-15.72).
JLCAXVTSMXJLCAX / VTSMX
Total Expense Ratio1.710.141,221%
Annual Report Gross Expense Ratio2.010.141,436%
Fund Existence20 years33 years-
Gain YTD8.4928.287102%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.46B1.91T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year10.7717.7561%
Returns for 3 years15.4760.6026%
Returns for 5 years-15.7293.51-17%
Returns for 10 years-27.80200.97-14%
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