Ad is loading...
JLPCX vs VTSAX
JLPCX vs VTSAX Comparison
Open Charts JLPCX vs VTSAX
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 Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
JLPCX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLPCX vs. VTSAX commentary
May 12, 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: 1.72T vs. JLPCX (3.01B). VTSAX pays higher dividends than JLPCX: VTSAX (1.36) 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 : 7.95 vs. JLPCX (-2.43). VTSAX return over 5 years is better than : 89.19 vs. JLPCX (-32.16).
| 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 | -5.003 | -4.018 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -2.43 | 7.95 | -31% |
| Returns for 3 years | -10.87 | 40.09 | -27% |
| Returns for 5 years | -32.16 | 89.19 | -36% |
| Returns for 10 years | -50.46 | 165.84 | -30% |