Ad is loading...
JLPCX vs VFINX
JLPCX vs VFINX Comparison
Open Charts JLPCX vs VFINX
JPMorgan US Large Cap Core Plus C
Price$14.43
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets3.01B
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
JLPCX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLPCX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. JLPCX (3.01B). VFINX pays higher dividends than JLPCX: VFINX (1.25) vs JLPCX (0.00). JLPCX was incepted earlier than VFINX: JLPCX (20 years) vs VFINX (49 years). JLPCX (2.51) is less costly to investors than VFINX (0.14). JLPCX is a more actively managed with annual turnover of: 109.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than JLPCX: VFINX (0) vs JLPCX (1000). VFINX annual gain was more profitable for investors over the last year : 8.59 vs. JLPCX (-2.43). VFINX return over 5 years is better than : 93.15 vs. JLPCX (-32.16).
| JLPCX | VFINX | JLPCX / VFINX | |
| Total Expense Ratio | 2.21 | 0.14 | 1,579% |
| Annual Report Gross Expense Ratio | 2.51 | 0.14 | 1,793% |
| Fund Existence | 20 years | 49 years | - |
| Gain YTD | -5.003 | -3.683 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 1.34T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| 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 | 169.87 | -30% |
View a ticker or compare two or three
VS
VS
Ad is loading...