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JLPCX vs VFIAX
JLPCX vs VFIAX Comparison
Open Charts JLPCX vs VFIAX
JPMorgan US Large Cap Core Plus C
Price$14.43
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets3.01B
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
JLPCX vs VFIAX Comparison Chart
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JLPCX vs. VFIAX commentary
May 11, 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 JLPCX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. JLPCX (3.01B). VFIAX pays higher dividends than JLPCX: VFIAX (1.36) vs JLPCX (0.00). JLPCX was incepted earlier than VFIAX: JLPCX (20 years) vs VFIAX (25 years). JLPCX (2.51) is less costly to investors than VFIAX (0.04). JLPCX is a more actively managed with annual turnover of: 109.00 vs. VFIAX (2.00). JLPCX has a lower initial minimum investment than VFIAX: JLPCX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.59 vs. JLPCX (-2.43). VFIAX return over 5 years is better than : 93.15 vs. JLPCX (-32.16).
| JLPCX | VFIAX | JLPCX / VFIAX | |
| Total Expense Ratio | 2.21 | 0.04 | 5,525% |
| Annual Report Gross Expense Ratio | 2.51 | 0.04 | 6,275% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -5.003 | -3.675 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 1.34T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -2.43 | 8.59 | -28% |
| Returns for 3 years | -10.87 | 41.54 | -26% |
| Returns for 5 years | -32.16 | 93.15 | -35% |
| Returns for 10 years | -50.46 | 169.85 | -30% |