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JLPCX vs VTSAX
JLPCX vs VTSAX Comparison
Open Charts JLPCX vs VTSAX
JPMorgan US Large Cap Core Plus C
Price$13.97
Change+$1.18 (+9.23%)
VolumeN/A
Net Assets2.64B
Vanguard Total Stock Mkt Idx Adm
Price$129.87
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
JLPCX vs VTSAX Comparison Chart
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JLPCX vs. VTSAX commentary
Apr 11, 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: 1.7T vs. JLPCX (2.64B). 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 (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 : -5.42 vs. JLPCX (-12.22). VTSAX return over 5 years is better than : 75.44 vs. JLPCX (-35.04).
| 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 | 19 years | 24 years | - |
| Gain YTD | -15.800 | -15.906 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.64B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -12.22 | -5.42 | 225% |
| Returns for 3 years | -30.68 | 8.75 | -351% |
| Returns for 5 years | -35.04 | 75.44 | -46% |
| Returns for 10 years | -56.33 | 132.04 | -43% |
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