Interact to see
Advertisement
Advertisement
JLPZX vs VTSAX
JLPZX vs VTSAX Comparison
Open Charts JLPZX vs VTSAX
JPMorgan US Large Cap Core Plus R2
Price$18.82
Change+$0.16 (+0.86%)
VolumeN/A
Net Assets3.5B
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
JLPZX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLPZX vs. VTSAX commentary
Sep 06, 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: 1.95T vs. JLPZX (3.5B). VTSAX pays higher dividends than JLPZX: VTSAX (1.16) 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 : 18.27 vs. JLPZX (7.36). VTSAX return over 5 years is better than : 85.33 vs. JLPZX (-29.20).
| 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 | 8.741 | 10.566 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | 7.36 | 18.27 | 40% |
| Returns for 3 years | 7.49 | 63.99 | 12% |
| Returns for 5 years | -29.20 | 85.33 | -34% |
| Returns for 10 years | -31.28 | 225.55 | -14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement