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JLPSX vs VTSAX
JLPSX vs VTSAX Comparison
Open Charts JLPSX vs VTSAX
JPMorgan US Large Cap Core Plus I
Price$21.64
Change+$0.20 (+0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.66
Change+$1.55 (+1.08%)
VolumeN/A
CapitalizationN/A
JLPSX vs VTSAX Comparison Chart
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JLPSX vs. VTSAX commentary
Dec 25, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. JLPSX (2.88B). VTSAX pays higher dividends than JLPSX: VTSAX (1.35) vs JLPSX (0.18). JLPSX was incepted earlier than VTSAX: JLPSX (19 years) vs VTSAX (24 years). JLPSX is a more actively managed with annual turnover of: 99.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JLPSX: VTSAX (3000) vs JLPSX (1000000). VTSAX (24.75) and JLPSX (24.06) have marching annual gain over last year. VTSAX return over 5 years is better than : 81.12 vs. JLPSX (-12.42).
| JLPSX | VTSAX | JLPSX / 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 | 23.413 | 24.395 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 1.84T | 0% |
| Annual Yield % from dividends | 0.18 | 1.35 | 14% |
| Returns for 1 year | 24.06 | 24.75 | 97% |
| Returns for 3 years | -10.26 | 23.32 | -44% |
| Returns for 5 years | -12.42 | 81.12 | -15% |
| Returns for 10 years | -26.45 | 185.34 | -14% |
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