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$18.26
Change+$0.15 (+0.83%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JLPZX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLPZX vs. VTSAX commentary
Jul 05, 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: 1.82T vs. JLPZX (3.38B). VTSAX pays higher dividends than JLPZX: VTSAX (1.21) 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 : 13.89 vs. JLPZX (4.16). VTSAX return over 5 years is better than : 95.62 vs. JLPZX (-23.40).
| 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 | 6.410 | 6.416 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | 4.16 | 13.89 | 30% |
| Returns for 3 years | 9.08 | 62.12 | 15% |
| Returns for 5 years | -23.40 | 95.62 | -24% |
| Returns for 10 years | -37.86 | 198.69 | -19% |