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JLPZX vs VTSAX
JLPZX vs VTSAX Comparison
Open Charts JLPZX vs VTSAX
JPMorgan US Large Cap Core Plus R2
Price$17.43
Change-$0.37 (-2.08%)
VolumeN/A
Net Assets3.12B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
JLPZX vs VTSAX Comparison Chart
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JLPZX vs. VTSAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. JLPZX (3.12B). VTSAX pays higher dividends than JLPZX: VTSAX (1.35) vs JLPZX (0.00). JLPZX was incepted earlier than VTSAX: JLPZX (16 years) vs VTSAX (24 years). JLPZX is a more actively managed with annual turnover of: 99.00 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 : 17.60 vs. JLPZX (10.53). VTSAX return over 5 years is better than : 74.84 vs. JLPZX (-29.48).
| JLPZX | VTSAX | JLPZX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 1.573 | 2.127 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.12B | 1.84T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 10.53 | 17.60 | 60% |
| Returns for 3 years | -10.06 | 36.79 | -27% |
| Returns for 5 years | -29.48 | 74.84 | -39% |
| Returns for 10 years | -41.58 | 180.79 | -23% |
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