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JLPSX vs VTSAX
JLPSX vs VTSAX Comparison
Open Charts JLPSX vs VTSAX
JPMorgan US Large Cap Core Plus I
Price$19.34
Change+$0.42 (+2.22%)
VolumeN/A
Net Assets2.82B
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
JLPSX vs VTSAX Comparison Chart
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JLPSX vs. VTSAX commentary
Apr 25, 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: 1.7T vs. JLPSX (2.82B). VTSAX pays higher dividends than JLPSX: VTSAX (1.35) vs JLPSX (0.10). JLPSX was incepted earlier than VTSAX: JLPSX (19 years) vs VTSAX (24 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 : 5.27 vs. JLPSX (-2.02). VTSAX return over 5 years is better than : 86.80 vs. JLPSX (-15.70).
| 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 | 19 years | 24 years | - |
| Gain YTD | -10.332 | -9.019 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 1.7T | 0% |
| Annual Yield % from dividends | 0.10 | 1.35 | 7% |
| Returns for 1 year | -2.02 | 5.27 | -38% |
| Returns for 3 years | -10.54 | 22.59 | -47% |
| Returns for 5 years | -15.70 | 86.80 | -18% |
| Returns for 10 years | -36.19 | 150.71 | -24% |
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