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JLPYX vs VTSAX
JLPYX vs VTSAX Comparison
Open Charts JLPYX vs VTSAX
JPMorgan US Large Cap Core Plus R6
Price$23.50
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets3.47B
Vanguard Total Stock Mkt Idx Adm
Price$154.45
Change-$0.16 (-0.10%)
VolumeN/A
Net Assets1.91T
JLPYX vs VTSAX Comparison Chart in %
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JLPYX vs. VTSAX commentary
Aug 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. JLPYX (3.47B). VTSAX pays higher dividends than JLPYX: VTSAX (1.18) 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 : 18.64 vs. JLPYX (10.43). VTSAX return over 5 years is better than : 86.54 vs. JLPYX (-14.64).
| 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 | 9.455 | 9.680 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.47B | 1.91T | 0% |
| Annual Yield % from dividends | 0.12 | 1.18 | 10% |
| Returns for 1 year | 10.43 | 18.64 | 56% |
| Returns for 3 years | 9.04 | 47.62 | 19% |
| Returns for 5 years | -14.64 | 86.54 | -17% |
| Returns for 10 years | N/A | 203.38 | - |
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