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JLPCX vs VTSAX
JLPCX vs VTSAX Comparison
Open Charts JLPCX vs VTSAX
JPMorgan US Large Cap Core Plus C
Price$15.43
Change-$0.33 (-2.09%)
VolumeN/A
Net Assets3.12B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
JLPCX vs VTSAX Comparison Chart
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JLPCX vs. VTSAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. JLPCX (3.12B). 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 : 17.60 vs. JLPCX (9.43). VTSAX return over 5 years is better than : 74.84 vs. JLPCX (-35.28).
| 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 | 1.580 | 2.127 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.12B | 1.84T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 9.43 | 17.60 | 54% |
| Returns for 3 years | -14.70 | 36.79 | -40% |
| Returns for 5 years | -35.28 | 74.84 | -47% |
| Returns for 10 years | -47.78 | 180.79 | -26% |
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