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JLPZX vs VTSAX
JLPZX vs VTSAX Comparison
Open Charts JLPZX vs VTSAX
JPMorgan US Large Cap Core Plus R2
Price$15.23
Change-$0.55 (-3.49%)
VolumeN/A
Net Assets2.89B
Vanguard Total Stock Mkt Idx Adm
Price$125.27
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
JLPZX vs VTSAX Comparison Chart
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JLPZX vs. VTSAX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. JLPZX (2.89B). 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 (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 : 4.73 vs. JLPZX (-2.59). VTSAX return over 5 years is better than : 92.17 vs. JLPZX (-22.72).
| 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 | 16 years | 24 years | - |
| Gain YTD | -8.042 | -7.884 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -2.59 | 4.73 | -55% |
| Returns for 3 years | -18.70 | 20.97 | -89% |
| Returns for 5 years | -22.72 | 92.17 | -25% |
| Returns for 10 years | -46.41 | 155.18 | -30% |
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