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JLPZX vs VTSAX
JLPZX vs VTSAX Comparison
Open Charts JLPZX vs VTSAX
JPMorgan US Large Cap Core Plus R2
Price$17.93
Change+$0.11 (+0.62%)
VolumeN/A
Net Assets3.09B
Vanguard Total Stock Mkt Idx Adm
Price$147.07
Change+$0.75 (+0.51%)
VolumeN/A
Net Assets1.78T
JLPZX vs VTSAX Comparison Chart
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JLPZX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. JLPZX (3.09B). 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 : 24.81 vs. JLPZX (19.92). VTSAX return over 5 years is better than : 80.57 vs. JLPZX (-25.55).
| 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 | 3.846 | 3.751 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 1.78T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 19.92 | 24.81 | 80% |
| Returns for 3 years | -8.71 | 36.41 | -24% |
| Returns for 5 years | -25.55 | 80.57 | -32% |
| Returns for 10 years | -37.64 | 195.45 | -19% |
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