Interact to see
Advertisement
Advertisement
JLPYX vs VTSAX
JLPYX vs VTSAX Comparison
Open Charts JLPYX vs VTSAX
JPMorgan US Large Cap Core Plus R6
Price$23.87
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets3.41B
Vanguard Total Stock Mkt Idx Adm
Price$158.32
Change+$0.52 (+0.33%)
VolumeN/A
Net Assets2.05T
JLPYX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLPYX vs. VTSAX commentary
Nov 20, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. JLPYX (3.41B). VTSAX pays higher dividends than JLPYX: VTSAX (1.11) vs JLPYX (0.11). 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: 100.00 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 : 10.80 vs. JLPYX (2.81). VTSAX return over 5 years is better than : 77.64 vs. JLPYX (-18.99).
| 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 | 11.178 | 11.966 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.41B | 2.05T | 0% |
| Annual Yield % from dividends | 0.11 | 1.11 | 10% |
| Returns for 1 year | 2.81 | 10.80 | 26% |
| Returns for 3 years | 18.36 | 63.88 | 29% |
| Returns for 5 years | -18.99 | 77.64 | -24% |
| Returns for 10 years | N/A | 214.45 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement