Interact to see
Advertisement
Advertisement
JLPYX vs VITSX
JLPYX vs VITSX Comparison
Open Charts JLPYX vs VITSX
JPMorgan US Large Cap Core Plus R6
Price$23.98
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets3.52B
Vanguard Total Stock Market Idx I
Price$159.23
Change-$0.05 (-0.03%)
VolumeN/A
Net Assets1.95T
JLPYX vs VITSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLPYX vs. VITSX commentary
Sep 30, 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 Hold and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.95T vs. JLPYX (3.52B). VITSX pays higher dividends than JLPYX: VITSX (1.17) 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 : 16.05 vs. JLPYX (7.45). VITSX return over 5 years is better than : 92.74 vs. JLPYX (-11.73).
| 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 | 11.504 | 12.977 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 1.95T | 0% |
| Annual Yield % from dividends | 0.12 | 1.17 | 10% |
| Returns for 1 year | 7.45 | 16.05 | 46% |
| Returns for 3 years | 29.65 | 82.91 | 36% |
| Returns for 5 years | -11.73 | 92.74 | -13% |
| Returns for 10 years | N/A | 238.84 | - |