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JLPCX vs VITSX
JLPCX vs VITSX Comparison
Open Charts JLPCX vs VITSX
JPMorgan US Large Cap Core Plus C
Price$13.97
Change+$1.18 (+9.23%)
VolumeN/A
Net Assets2.64B
Vanguard Total Stock Market Idx I
Price$129.89
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
JLPCX vs VITSX Comparison Chart
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JLPCX vs. VITSX commentary
Apr 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 VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. JLPCX (2.64B). VITSX pays higher dividends than JLPCX: VITSX (1.36) vs JLPCX (0.00). JLPCX was incepted earlier than VITSX: JLPCX (19 years) vs VITSX (28 years). JLPCX (2.51) is less costly to investors than VITSX (0.03). JLPCX is a more actively managed with annual turnover of: 109.00 vs. VITSX (2.00). JLPCX has a lower initial minimum investment than VITSX: JLPCX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : -5.42 vs. JLPCX (-12.22). VITSX return over 5 years is better than : 75.44 vs. JLPCX (-35.04).
| JLPCX | VITSX | JLPCX / VITSX | |
| Total Expense Ratio | 2.21 | 0.03 | 7,367% |
| Annual Report Gross Expense Ratio | 2.51 | 0.03 | 8,367% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | -15.800 | -15.904 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.64B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -12.22 | -5.42 | 226% |
| Returns for 3 years | -30.68 | 8.75 | -351% |
| Returns for 5 years | -35.04 | 75.44 | -46% |
| Returns for 10 years | -56.33 | 131.99 | -43% |
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