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JLPYX vs VTSAX
JLPYX vs VTSAX Comparison
Open Charts JLPYX vs VTSAX
JPMorgan US Large Cap Core Plus R6
Price$24.23
Change-$0.11 (-0.45%)
VolumeN/A
Net Assets3.51B
Vanguard Total Stock Mkt Idx Adm
Price$160.07
Change-$1.03 (-0.64%)
VolumeN/A
Net Assets2.02T
JLPYX vs VTSAX Comparison Chart in %
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JLPYX vs. VTSAX commentary
Oct 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. JLPYX (3.51B). VTSAX pays higher dividends than JLPYX: VTSAX (1.13) 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). 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 : 15.15 vs. JLPYX (5.83). VTSAX return over 5 years is better than : 87.85 vs. JLPYX (-14.36).
| 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 | 13.367 | 14.307 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.51B | 2.02T | 0% |
| Annual Yield % from dividends | 0.12 | 1.13 | 10% |
| Returns for 1 year | 5.83 | 15.15 | 39% |
| Returns for 3 years | 27.42 | 77.02 | 36% |
| Returns for 5 years | -14.36 | 87.85 | -16% |
| Returns for 10 years | N/A | 223.75 | - |
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