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JLPSX vs VTSAX
JLPSX vs VTSAX Comparison
Open Charts JLPSX vs VTSAX
JPMorgan US Large Cap Core Plus I
Price$23.70
Change-$0.12 (-0.50%)
VolumeN/A
Net Assets3.53B
Vanguard Total Stock Mkt Idx Adm
Price$161.49
Change+$1.03 (+0.64%)
VolumeN/A
Net Assets2.02T
JLPSX vs VTSAX Comparison Chart in %
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JLPSX vs. VTSAX commentary
Oct 09, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. JLPSX (3.53B). VTSAX pays higher dividends than JLPSX: VTSAX (1.13) vs JLPSX (0.08). JLPSX was incepted earlier than VTSAX: JLPSX (20 years) vs VTSAX (25 years). JLPSX (1.76) is less costly to investors than VTSAX (0.04). JLPSX is a more actively managed with annual turnover of: 109.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JLPSX: VTSAX (3000) vs JLPSX (1000000). VTSAX annual gain was more profitable for investors over the last year : 16.78 vs. JLPSX (9.28). VTSAX return over 5 years is better than : 86.62 vs. JLPSX (-15.79).
| JLPSX | VTSAX | JLPSX / VTSAX | |
| Total Expense Ratio | 1.46 | 0.04 | 3,650% |
| Annual Report Gross Expense Ratio | 1.76 | 0.04 | 4,400% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 12.891 | 13.853 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 2.02T | 0% |
| Annual Yield % from dividends | 0.08 | 1.13 | 8% |
| Returns for 1 year | 9.28 | 16.78 | 55% |
| Returns for 3 years | 28.98 | 81.24 | 36% |
| Returns for 5 years | -15.79 | 86.62 | -18% |
| Returns for 10 years | -15.23 | 230.25 | -7% |
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