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JLPSX vs VTSAX
JLPSX vs VTSAX Comparison
Open Charts JLPSX vs VTSAX
JPMorgan US Large Cap Core Plus I
Price$21.46
Change-$0.46 (-2.10%)
VolumeN/A
Net Assets3.12B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
JLPSX vs VTSAX Comparison Chart
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JLPSX vs. VTSAX commentary
Feb 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. JLPSX (3.12B). 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 annual gain was more profitable for investors over the last year : 17.60 vs. JLPSX (12.76). VTSAX return over 5 years is better than : 74.84 vs. JLPSX (-17.78).
| 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 | 1.706 | 2.127 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.12B | 1.84T | 0% |
| Annual Yield % from dividends | 0.18 | 1.35 | 14% |
| Returns for 1 year | 12.76 | 17.60 | 73% |
| Returns for 3 years | -1.14 | 36.79 | -3% |
| Returns for 5 years | -17.78 | 74.84 | -24% |
| Returns for 10 years | -28.29 | 180.79 | -16% |
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