Ad is loading...
JLPCX vs VTSAX
JLPCX vs VTSAX Comparison
Open Charts JLPCX vs VTSAX
JPMorgan US Large Cap Core Plus C
Price$16.05
Change-$0.05 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JLPCX vs VTSAX Comparison Chart
Loading...
JLPCX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. JLPCX (2.56B). VTSAX pays higher dividends than JLPCX: VTSAX (1.35) vs JLPCX (0.00). JLPCX was incepted earlier than VTSAX: JLPCX (19 years) vs VTSAX (24 years). JLPCX is a more actively managed with annual turnover of: 99.00 vs. VTSAX (2.00). JLPCX has a lower initial minimum investment than VTSAX: JLPCX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 25.89 vs. JLPCX (14.33). VTSAX return over 5 years is better than : 82.99 vs. JLPCX (-28.34).
| JLPCX | VTSAX | JLPCX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 22.671 | 16.921 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 14.33 | 25.89 | 55% |
| Returns for 3 years | -36.01 | 21.34 | -169% |
| Returns for 5 years | -28.34 | 82.99 | -34% |
| Returns for 10 years | -47.05 | 179.72 | -26% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers