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JLCAX vs VTSMX
JLCAX vs VTSMX Comparison
Open Charts JLCAX vs VTSMX
JPMorgan US Large Cap Core Plus A
Price$22.31
Change-$0.18 (-0.80%)
VolumeN/A
Net Assets3.52B
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
JLCAX vs VTSMX Comparison Chart in %
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JLCAX vs. VTSMX commentary
Jan 15, 2026
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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JLCAX (3.52B). 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 (1.94) is less costly to investors than VTSMX (0.14). JLCAX is a more actively managed with annual turnover of: 100.00 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 : 18.29 vs. JLCAX (12.56). VTSMX return over 5 years is better than : 73.62 vs. JLCAX (-4.73).
| JLCAX | VTSMX | JLCAX / VTSMX | |
| Total Expense Ratio | 1.64 | 0.14 | 1,171% |
| Annual Report Gross Expense Ratio | 1.94 | 0.14 | 1,386% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 0.768 | 1.679 | 46% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 12.56 | 18.29 | 69% |
| Returns for 3 years | 51.27 | 70.89 | 72% |
| Returns for 5 years | -4.73 | 73.62 | -6% |
| Returns for 10 years | -6.07 | 270.34 | -2% |
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