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JLPCX vs VTSAX
JLPCX vs VTSAX Comparison
Open Charts JLPCX vs VTSAX
JPMorgan US Large Cap Core Plus C
Price$16.58
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets3.48B
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
JLPCX vs VTSAX Comparison Chart in %
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JLPCX vs. VTSAX commentary
Sep 07, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. JLPCX (3.48B). VTSAX pays higher dividends than JLPCX: VTSAX (1.16) vs JLPCX (0.00). JLPCX was incepted earlier than VTSAX: JLPCX (20 years) vs VTSAX (25 years). JLPCX (2.51) is less costly to investors than VTSAX (0.04). JLPCX is a more actively managed with annual turnover of: 109.00 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 : 18.04 vs. JLPCX (6.97). VTSAX return over 5 years is better than : 84.96 vs. JLPCX (-34.70).
| JLPCX | VTSAX | JLPCX / VTSAX | |
| Total Expense Ratio | 2.21 | 0.04 | 5,525% |
| Annual Report Gross Expense Ratio | 2.51 | 0.04 | 6,275% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 9.151 | 10.346 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | 6.97 | 18.04 | 39% |
| Returns for 3 years | 2.66 | 63.66 | 4% |
| Returns for 5 years | -34.70 | 84.96 | -41% |
| Returns for 10 years | -39.95 | 224.91 | -18% |
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