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JLPSX vs VTSAX
JLPSX vs VTSAX Comparison
Open Charts JLPSX vs VTSAX
JPMorgan US Large Cap Core Plus I
Price$22.62
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets3.41B
Vanguard Total Stock Mkt Idx Adm
Price$151.34
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
JLPSX vs VTSAX Comparison Chart in %
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JLPSX vs. VTSAX commentary
Aug 08, 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: 1.91T vs. JLPSX (3.41B). VTSAX pays higher dividends than JLPSX: VTSAX (1.18) vs JLPSX (0.09). 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 : 21.78 vs. JLPSX (13.33). VTSAX return over 5 years is better than : 83.94 vs. JLPSX (-17.01).
| 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 | 7.156 | 7.459 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.41B | 1.91T | 0% |
| Annual Yield % from dividends | 0.09 | 1.18 | 7% |
| Returns for 1 year | 13.33 | 21.78 | 61% |
| Returns for 3 years | 10.18 | 50.18 | 20% |
| Returns for 5 years | -17.01 | 83.94 | -20% |
| Returns for 10 years | -24.55 | 197.46 | -12% |
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