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JLPCX vs VTSAX
JLPCX vs VTSAX Comparison
Open Charts JLPCX vs VTSAX
JPMorgan US Large Cap Core Plus C
Price$15.19
Change-$0.45 (-2.88%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
JLPCX vs VTSAX Comparison Chart
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JLPCX vs. VTSAX commentary
Dec 19, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. JLPCX (2.9B). 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 : 26.91 vs. JLPCX (22.47). VTSAX return over 5 years is better than : 84.17 vs. JLPCX (-29.68).
| 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 | 21.429 | 26.390 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 1.84T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 22.47 | 26.91 | 84% |
| Returns for 3 years | -19.30 | 27.89 | -69% |
| Returns for 5 years | -29.68 | 84.17 | -35% |
| Returns for 10 years | -45.39 | 192.77 | -24% |
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