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JLPCX vs VTSAX
JLPCX vs VTSAX Comparison
Open Charts JLPCX vs VTSAX
JPMorgan US Large Cap Core Plus C
Price$16.17
Change+$0.14 (+0.87%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JLPCX vs VTSAX Comparison Chart in %
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JLPCX vs. VTSAX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. JLPCX (3.38B). 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 : 13.89 vs. JLPCX (3.26). VTSAX return over 5 years is better than : 95.62 vs. JLPCX (-29.60).
| JLPCX | VTSAX | JLPCX / VTSAX | |
| Total Expense Ratio | 2.21 | 0.04 | 5,525% |
| Annual Report Gross Expense Ratio | 2.51 | 0.04 | 6,275% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 6.452 | 6.416 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| 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 | 3.26 | 13.89 | 23% |
| Returns for 3 years | 3.59 | 62.12 | 6% |
| Returns for 5 years | -29.60 | 95.62 | -31% |
| Returns for 10 years | -44.38 | 198.69 | -22% |
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