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JLPZX vs VTSAX
JLPZX vs VTSAX Comparison
Open Charts JLPZX vs VTSAX
JPMorgan US Large Cap Core Plus R2
Price$17.47
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets3.22B
Vanguard Total Stock Mkt Idx Adm
Price$144.60
Change+$0.45 (+0.31%)
VolumeN/A
Net Assets1.82T
JLPZX vs VTSAX Comparison Chart
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JLPZX vs. VTSAX commentary
Jun 13, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. JLPZX (3.22B). VTSAX pays higher dividends than JLPZX: VTSAX (1.28) vs JLPZX (0.00). JLPZX was incepted earlier than VTSAX: JLPZX (17 years) vs VTSAX (25 years). JLPZX (2.28) is less costly to investors than VTSAX (0.04). JLPZX is a more actively managed with annual turnover of: 109.00 vs. VTSAX (2.00). JLPZX has a lower initial minimum investment than VTSAX: JLPZX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.13 vs. JLPZX (0.75). VTSAX return over 5 years is better than : 93.06 vs. JLPZX (-23.89).
| JLPZX | VTSAX | JLPZX / VTSAX | |
| Total Expense Ratio | 2.16 | 0.04 | 5,400% |
| Annual Report Gross Expense Ratio | 2.28 | 0.04 | 5,700% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 1.340 | 2.245 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 0.75 | 11.13 | 7% |
| Returns for 3 years | 5.52 | 58.44 | 9% |
| Returns for 5 years | -23.89 | 93.06 | -26% |
| Returns for 10 years | -41.61 | 183.56 | -23% |
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