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JLPZX vs VSTSX
JLPZX vs VSTSX Comparison
Open Charts JLPZX vs VSTSX
JPMorgan US Large Cap Core Plus R2
Price$16.83
Change-$0.28 (-1.64%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx Instl Sel
Price$274.93
Change-$4.86 (-1.74%)
VolumeN/A
Net Assets1.72T
JLPZX vs VSTSX Comparison Chart
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JLPZX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. JLPZX (3.16B). VSTSX pays higher dividends than JLPZX: VSTSX (1.38) vs JLPZX (0.00). JLPZX was incepted earlier than VSTSX: JLPZX (17 years) vs VSTSX (9 years). JLPZX (2.28) is less costly to investors than VSTSX (0.01). JLPZX is a more actively managed with annual turnover of: 109.00 vs. VSTSX (2.00). JLPZX has a lower initial minimum investment than VSTSX: JLPZX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 11.12 vs. JLPZX (1.72). VSTSX return over 5 years is better than : 96.47 vs. JLPZX (-23.37).
| JLPZX | VSTSX | JLPZX / VSTSX | |
| Total Expense Ratio | 2.16 | 0.01 | 21,600% |
| Annual Report Gross Expense Ratio | 2.28 | 0.01 | 22,800% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -0.291 | 0.785 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 1.72 | 11.12 | 16% |
| Returns for 3 years | 0.23 | 49.97 | 0% |
| Returns for 5 years | -23.37 | 96.47 | -24% |
| Returns for 10 years | -42.84 | N/A | - |
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