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JLPZX vs VSTSX
JLPZX vs VSTSX Comparison
Open Charts JLPZX vs VSTSX
JPMorgan US Large Cap Core Plus R2
Price$17.93
Change+$0.11 (+0.62%)
VolumeN/A
Net Assets3.09B
Vanguard Total Stock Mkt Idx Instl Sel
Price$289.61
Change+$1.48 (+0.51%)
VolumeN/A
Net Assets1.78T
JLPZX vs VSTSX Comparison Chart
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JLPZX vs. VSTSX commentary
Jan 24, 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 Hold and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. JLPZX (3.09B). VSTSX pays higher dividends than JLPZX: VSTSX (1.36) vs JLPZX (0.00). JLPZX was incepted earlier than VSTSX: JLPZX (16 years) vs VSTSX (9 years). JLPZX is a more actively managed with annual turnover of: 99.00 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 : 24.84 vs. JLPZX (19.92). VSTSX return over 5 years is better than : 80.67 vs. JLPZX (-25.55).
| JLPZX | VSTSX | JLPZX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 3.846 | 3.756 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 1.78T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 19.92 | 24.84 | 80% |
| Returns for 3 years | -8.71 | 36.48 | -24% |
| Returns for 5 years | -25.55 | 80.67 | -32% |
| Returns for 10 years | -37.64 | N/A | - |