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JLPSX vs VITSX
JLPSX vs VITSX Comparison
Open Charts JLPSX vs VITSX
JPMorgan US Large Cap Core Plus I
Price$19.34
Change+$0.42 (+2.22%)
VolumeN/A
Net Assets2.82B
Vanguard Total Stock Market Idx I
Price$130.95
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
JLPSX vs VITSX Comparison Chart
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VS
VS
JLPSX vs. VITSX commentary
Apr 25, 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 JLPSX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. JLPSX (2.82B). VITSX pays higher dividends than JLPSX: VITSX (1.36) vs JLPSX (0.10). JLPSX was incepted earlier than VITSX: JLPSX (19 years) vs VITSX (28 years). JLPSX (1.76) is less costly to investors than VITSX (0.03). JLPSX is a more actively managed with annual turnover of: 109.00 vs. VITSX (2.00). JLPSX has a lower initial minimum investment than VITSX: JLPSX (1000000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 5.27 vs. JLPSX (-2.02). VITSX return over 5 years is better than : 86.78 vs. JLPSX (-15.70).
| JLPSX | VITSX | JLPSX / VITSX | |
| Total Expense Ratio | 1.46 | 0.03 | 4,867% |
| Annual Report Gross Expense Ratio | 1.76 | 0.03 | 5,867% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | -10.332 | -9.018 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 1.7T | 0% |
| Annual Yield % from dividends | 0.10 | 1.36 | 7% |
| Returns for 1 year | -2.02 | 5.27 | -38% |
| Returns for 3 years | -10.54 | 22.59 | -47% |
| Returns for 5 years | -15.70 | 86.78 | -18% |
| Returns for 10 years | -36.19 | 150.66 | -24% |
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