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JLPZX vs VTSAX
JLPZX vs VTSAX Comparison
Open Charts JLPZX vs VTSAX
JPMorgan US Large Cap Core Plus R2
Price$19.27
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets3.52B
Vanguard Total Stock Mkt Idx Adm
Price$161.49
Change+$1.03 (+0.64%)
VolumeN/A
Net Assets2.02T
JLPZX vs VTSAX Comparison Chart in %
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JLPZX vs. VTSAX commentary
Oct 09, 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: 2.02T vs. JLPZX (3.52B). VTSAX pays higher dividends than JLPZX: VTSAX (1.13) 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 : 16.78 vs. JLPZX (5.39). VTSAX return over 5 years is better than : 86.62 vs. JLPZX (-29.08).
| 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 | 11.655 | 13.853 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.13 | - |
| Returns for 1 year | 5.39 | 16.78 | 32% |
| Returns for 3 years | 16.62 | 81.24 | 20% |
| Returns for 5 years | -29.08 | 86.62 | -34% |
| Returns for 10 years | -31.39 | 230.25 | -14% |
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