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JLPZX vs VITSX
JLPZX vs VITSX Comparison
Open Charts JLPZX vs VITSX
JPMorgan US Large Cap Core Plus R2
Price$16.83
Change-$0.28 (-1.64%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Market Idx I
Price$139.63
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
JLPZX vs VITSX Comparison Chart
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JLPZX vs. VITSX commentary
May 22, 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 JLPZX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. JLPZX (3.16B). VITSX pays higher dividends than JLPZX: VITSX (1.37) vs JLPZX (0.00). JLPZX was incepted earlier than VITSX: JLPZX (17 years) vs VITSX (28 years). JLPZX (2.28) is less costly to investors than VITSX (0.03). JLPZX is a more actively managed with annual turnover of: 109.00 vs. VITSX (2.00). JLPZX has a lower initial minimum investment than VITSX: JLPZX (0) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 11.10 vs. JLPZX (1.72). VITSX return over 5 years is better than : 96.35 vs. JLPZX (-23.37).
| JLPZX | VITSX | JLPZX / VITSX | |
| Total Expense Ratio | 2.16 | 0.03 | 7,200% |
| Annual Report Gross Expense Ratio | 2.28 | 0.03 | 7,600% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -0.291 | 0.776 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 1.72 | 11.10 | 16% |
| Returns for 3 years | 0.23 | 49.88 | 0% |
| Returns for 5 years | -23.37 | 96.35 | -24% |
| Returns for 10 years | -42.84 | 175.16 | -24% |
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