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JLPCX vs VSTSX
JLPCX vs VSTSX Comparison
Open Charts JLPCX vs VSTSX
JPMorgan US Large Cap Core Plus C
Price$15.53
Change+$0.17 (+1.11%)
VolumeN/A
Net Assets2.95B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
JLPCX vs VSTSX Comparison Chart
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JLPCX vs. VSTSX commentary
Jan 19, 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 Hold and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. JLPCX (2.95B). VSTSX pays higher dividends than JLPCX: VSTSX (1.36) vs JLPCX (0.00). JLPCX was incepted earlier than VSTSX: JLPCX (19 years) vs VSTSX (9 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 : 25.28 vs. JLPCX (19.10). VSTSX return over 5 years is better than : 76.20 vs. JLPCX (-33.58).
| JLPCX | VSTSX | JLPCX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 2.238 | 2.247 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.95B | 1.78T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 19.10 | 25.28 | 76% |
| Returns for 3 years | -18.22 | 29.03 | -63% |
| Returns for 5 years | -33.58 | 76.20 | -44% |
| Returns for 10 years | -44.26 | N/A | - |