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JLPSX vs VTSAX
JLPSX vs VTSAX Comparison
Open Charts JLPSX vs VTSAX
JPMorgan US Large Cap Core Plus I
Price$19.17
Change-$0.99 (-4.91%)
VolumeN/A
Net Assets2.98B
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
JLPSX vs VTSAX Comparison Chart
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JLPSX vs. VTSAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. JLPSX (2.98B). 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 : 8.05 vs. JLPSX (2.04). VTSAX return over 5 years is better than : 126.25 vs. JLPSX (3.34).
| 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 | -5.024 | -3.990 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 1.81T | 0% |
| Annual Yield % from dividends | 0.10 | 1.35 | 7% |
| Returns for 1 year | 2.04 | 8.05 | 25% |
| Returns for 3 years | -10.88 | 21.03 | -52% |
| Returns for 5 years | 3.34 | 126.25 | 3% |
| Returns for 10 years | -31.62 | 167.38 | -19% |
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