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JLPCX vs VSTSX
JLPCX vs VSTSX Comparison
Open Charts JLPCX vs VSTSX
JPMorgan US Large Cap Core Plus C
Price$16.05
Change-$0.05 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$269.69
Change-$0.67 (-0.25%)
VolumeN/A
CapitalizationN/A
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JLPCX vs VSTSX Comparison Chart
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JLPCX vs. VSTSX commentary
Sep 21, 2024
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 (2.56B). VSTSX pays higher dividends than JLPCX: VSTSX (1.36) vs JLPCX (0.00). JLPCX was incepted earlier than VSTSX: JLPCX (19 years) vs VSTSX (8 years). JLPCX is a more actively managed with annual turnover of: 99.00 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 : 25.91 vs. JLPCX (14.33). VSTSX return over 5 years is better than : 83.06 vs. JLPCX (-28.34).
| JLPCX | VSTSX | JLPCX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 22.671 | 16.934 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 14.33 | 25.91 | 55% |
| Returns for 3 years | -36.01 | 21.39 | -168% |
| Returns for 5 years | -28.34 | 83.06 | -34% |
| Returns for 10 years | -47.05 | N/A | - |
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