JLPCX
Price
$16.44
Change
+$0.06 (+0.37%)
Updated
Jul 25 closing price
Net Assets
3.45B
VTSAX
Price
$152.65
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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JLPCX vs VTSAX

Header iconJLPCX vs VTSAX Comparison
Open Charts JLPCX vs VTSAXBanner chart's image
JPMorgan US Large Cap Core Plus C
Price$16.44
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JLPCX vs VTSAX Comparison Chart in %
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JLPCX vs. VTSAX commentary
Jul 27, 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 JLPCX is a StrongBuy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. JLPCX (3.46B). VTSAX pays higher dividends than JLPCX: VTSAX (1.21) vs JLPCX (0.00). JLPCX was incepted earlier than VTSAX: JLPCX (20 years) vs VTSAX (25 years). JLPCX (2.51) is less costly to investors than VTSAX (0.04). JLPCX is a more actively managed with annual turnover of: 109.00 vs. VTSAX (2.00). JLPCX has a lower initial minimum investment than VTSAX: JLPCX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 17.75 vs. JLPCX (8.16). VTSAX return over 5 years is better than : 93.55 vs. JLPCX (-30.46).
JLPCXVTSAXJLPCX / VTSAX
Total Expense Ratio2.210.045,525%
Annual Report Gross Expense Ratio2.510.046,275%
Fund Existence20 years25 years-
Gain YTD8.2298.28999%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.46B1.91T0%
Annual Yield % from dividends0.001.21-
Returns for 1 year8.1617.7546%
Returns for 3 years2.4360.634%
Returns for 5 years-30.4693.55-33%
Returns for 10 years-43.87201.64-22%
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