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JLPCX vs VTSAX
JLPCX vs VTSAX Comparison
Open Charts JLPCX vs VTSAX
JPMorgan US Large Cap Core Plus C
Price$16.84
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets3.54B
Vanguard Total Stock Mkt Idx Adm
Price$165.34
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
JLPCX vs VTSAX Comparison Chart in %
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JLPCX vs. VTSAX commentary
Dec 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 Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. JLPCX (3.54B). VTSAX pays higher dividends than JLPCX: VTSAX (1.11) vs JLPCX (0.00). JLPCX was incepted earlier than VTSAX: JLPCX (20 years) vs VTSAX (25 years). JLPCX (2.44) is less costly to investors than VTSAX (0.04). JLPCX is a more actively managed with annual turnover of: 100.00 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 : 14.43 vs. JLPCX (8.09). VTSAX return over 5 years is better than : 76.83 vs. JLPCX (-18.77).
| JLPCX | VTSAX | JLPCX / VTSAX | |
| Total Expense Ratio | 2.14 | 0.04 | 5,350% |
| Annual Report Gross Expense Ratio | 2.44 | 0.04 | 6,100% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 10.862 | 17.379 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 8.09 | 14.43 | 56% |
| Returns for 3 years | 45.80 | 78.05 | 59% |
| Returns for 5 years | -18.77 | 76.83 | -24% |
| Returns for 10 years | -35.23 | 235.67 | -15% |
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