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JLPSX vs VITSX
JLPSX vs VITSX Comparison
Open Charts JLPSX vs VITSX
JPMorgan US Large Cap Core Plus I
Price$23.18
Change-$0.05 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$144.16
Change-$0.10 (-0.07%)
VolumeN/A
CapitalizationN/A
JLPSX vs VITSX Comparison Chart
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JLPSX vs. VITSX commentary
Nov 14, 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 JLPSX is a StrongBuy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.73T vs. JLPSX (2.86B). VITSX pays higher dividends than JLPSX: VITSX (1.36) vs JLPSX (0.18). JLPSX was incepted earlier than VITSX: JLPSX (19 years) vs VITSX (27 years). JLPSX is a more actively managed with annual turnover of: 99.00 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 : 33.39 vs. JLPSX (28.21). VITSX return over 5 years is better than : 87.44 vs. JLPSX (-6.71).
| JLPSX | VITSX | JLPSX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 33.583 | 24.888 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 1.73T | 0% |
| Annual Yield % from dividends | 0.18 | 1.36 | 14% |
| Returns for 1 year | 28.21 | 33.39 | 85% |
| Returns for 3 years | -24.08 | 22.81 | -106% |
| Returns for 5 years | -6.71 | 87.44 | -8% |
| Returns for 10 years | -23.38 | 194.07 | -12% |