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JLPCX vs VSTSX
JLPCX vs VSTSX Comparison
Open Charts JLPCX vs VSTSX
JPMorgan US Large Cap Core Plus C
Price$14.43
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets3.01B
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.48
Change-$0.16 (-0.06%)
VolumeN/A
Net Assets1.72T
JLPCX vs VSTSX Comparison Chart
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JLPCX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. JLPCX (3.01B). VSTSX pays higher dividends than JLPCX: VSTSX (1.38) vs JLPCX (0.00). JLPCX was incepted earlier than VSTSX: JLPCX (20 years) vs VSTSX (9 years). JLPCX (2.51) is less costly to investors than VSTSX (0.01). JLPCX is a more actively managed with annual turnover of: 109.00 vs. VSTSX (2.00). JLPCX has a lower initial minimum investment than VSTSX: JLPCX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 7.97 vs. JLPCX (-2.43). VSTSX return over 5 years is better than : 89.31 vs. JLPCX (-32.16).
| JLPCX | VSTSX | JLPCX / VSTSX | |
| Total Expense Ratio | 2.21 | 0.01 | 22,100% |
| Annual Report Gross Expense Ratio | 2.51 | 0.01 | 25,100% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | -5.003 | -4.010 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | -2.43 | 7.97 | -31% |
| Returns for 3 years | -10.87 | 40.17 | -27% |
| Returns for 5 years | -32.16 | 89.31 | -36% |
| Returns for 10 years | -50.46 | N/A | - |
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