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JLPYX vs VITSX
JLPYX vs VITSX Comparison
Open Charts JLPYX vs VITSX
JPMorgan US Large Cap Core Plus R6
Price$23.50
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets3.47B
Vanguard Total Stock Market Idx I
Price$154.47
Change-$0.16 (-0.10%)
VolumeN/A
Net Assets1.91T
JLPYX vs VITSX Comparison Chart in %
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JLPYX vs. VITSX commentary
Aug 15, 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 JLPYX is a Buy and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. JLPYX (3.47B). VITSX pays higher dividends than JLPYX: VITSX (1.19) vs JLPYX (0.12). JLPYX was incepted earlier than VITSX: JLPYX (8 years) vs VITSX (28 years). JLPYX (1.50) is less costly to investors than VITSX (0.03). JLPYX is a more actively managed with annual turnover of: 109.00 vs. VITSX (2.00). VITSX has a lower initial minimum investment than JLPYX: VITSX (5000000) vs JLPYX (15000000). VITSX annual gain was more profitable for investors over the last year : 18.63 vs. JLPYX (10.43). VITSX return over 5 years is better than : 86.53 vs. JLPYX (-14.64).
| JLPYX | VITSX | JLPYX / VITSX | |
| Total Expense Ratio | 1.41 | 0.03 | 4,700% |
| Annual Report Gross Expense Ratio | 1.50 | 0.03 | 5,000% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 9.455 | 9.679 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.47B | 1.91T | 0% |
| Annual Yield % from dividends | 0.12 | 1.19 | 10% |
| Returns for 1 year | 10.43 | 18.63 | 56% |
| Returns for 3 years | 9.04 | 47.61 | 19% |
| Returns for 5 years | -14.64 | 86.53 | -17% |
| Returns for 10 years | N/A | 203.31 | - |
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