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JLPYX vs VTSAX
JLPYX vs VTSAX Comparison
Open Charts JLPYX vs VTSAX
JPMorgan US Large Cap Core Plus R6
Price$23.64
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets3.48B
Vanguard Total Stock Mkt Idx Adm
Price$155.96
Change+$0.41 (+0.26%)
VolumeN/A
Net Assets1.95T
JLPYX vs VTSAX Comparison Chart in %
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JLPYX vs. VTSAX commentary
Sep 09, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. JLPYX (3.48B). VTSAX pays higher dividends than JLPYX: VTSAX (1.16) vs JLPYX (0.12). JLPYX was incepted earlier than VTSAX: JLPYX (8 years) vs VTSAX (25 years). JLPYX (1.50) is less costly to investors than VTSAX (0.04). JLPYX is a more actively managed with annual turnover of: 109.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JLPYX: VTSAX (3000) vs JLPYX (15000000). VTSAX annual gain was more profitable for investors over the last year : 20.08 vs. JLPYX (12.67). VTSAX return over 5 years is better than : 86.58 vs. JLPYX (-15.17).
| JLPYX | VTSAX | JLPYX / VTSAX | |
| Total Expense Ratio | 1.41 | 0.04 | 3,525% |
| Annual Report Gross Expense Ratio | 1.50 | 0.04 | 3,750% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 10.107 | 10.346 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 1.95T | 0% |
| Annual Yield % from dividends | 0.12 | 1.16 | 10% |
| Returns for 1 year | 12.67 | 20.08 | 63% |
| Returns for 3 years | 15.17 | 56.82 | 27% |
| Returns for 5 years | -15.17 | 86.58 | -18% |
| Returns for 10 years | N/A | 226.15 | - |
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