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JLPSX vs VITSX
JLPSX vs VITSX Comparison
Open Charts JLPSX vs VITSX
JPMorgan US Large Cap Core Plus I
Price$20.76
Change-$0.34 (-1.61%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Market Idx I
Price$139.62
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
JLPSX vs VITSX Comparison Chart
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JLPSX vs. VITSX commentary
May 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 JLPSX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. JLPSX (3.16B). VITSX pays higher dividends than JLPSX: VITSX (1.37) vs JLPSX (0.10). JLPSX was incepted earlier than VITSX: JLPSX (20 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 : 11.10 vs. JLPSX (3.79). VITSX return over 5 years is better than : 96.35 vs. JLPSX (-10.66).
| 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 | 20 years | 28 years | - |
| Gain YTD | 0.000 | 0.776 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.72T | 0% |
| Annual Yield % from dividends | 0.10 | 1.37 | 7% |
| Returns for 1 year | 3.79 | 11.10 | 34% |
| Returns for 3 years | 10.20 | 49.88 | 20% |
| Returns for 5 years | -10.66 | 96.35 | -11% |
| Returns for 10 years | -29.82 | 175.16 | -17% |
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