Ad is loading...
JLPYX vs VSTSX
JLPYX vs VSTSX Comparison
Open Charts JLPYX vs VSTSX
JPMorgan US Large Cap Core Plus R6
Price$22.13
Change-$0.08 (-0.36%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$269.69
Change-$0.67 (-0.25%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JLPYX vs VSTSX Comparison Chart
Loading...
JLPYX vs. VSTSX commentary
Sep 21, 2024
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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. JLPYX (2.56B). VSTSX pays higher dividends than JLPYX: VSTSX (1.36) vs JLPYX (0.21). JLPYX was incepted earlier than VSTSX: JLPYX (7 years) vs VSTSX (8 years). JLPYX is a more actively managed with annual turnover of: 99.00 vs. VSTSX (2.00). JLPYX has a lower initial minimum investment than VSTSX: JLPYX (15000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 25.91 vs. JLPYX (19.65). VSTSX return over 5 years is better than : 83.06 vs. JLPYX (-9.26).
| JLPYX | VSTSX | JLPYX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 23.316 | 16.934 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.21 | 1.36 | 16% |
| Returns for 1 year | 19.65 | 25.91 | 76% |
| Returns for 3 years | -23.58 | 21.39 | -110% |
| Returns for 5 years | -9.26 | 83.06 | -11% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...