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JLPSX vs VTSAX
JLPSX vs VTSAX Comparison
Open Charts JLPSX vs VTSAX
JPMorgan US Large Cap Core Plus I
Price$21.31
Change-$0.25 (-1.16%)
VolumeN/A
Net Assets3.2B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
JLPSX vs VTSAX Comparison Chart
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JLPSX vs. VTSAX commentary
Jun 16, 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 JLPSX is a StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. JLPSX (3.2B). VTSAX pays higher dividends than JLPSX: VTSAX (1.28) vs JLPSX (0.10). JLPSX was incepted earlier than VTSAX: JLPSX (20 years) vs VTSAX (25 years). JLPSX (1.76) is less costly to investors than VTSAX (0.04). JLPSX is a more actively managed with annual turnover of: 109.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JLPSX: VTSAX (3000) vs JLPSX (1000000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. JLPSX (2.06). VTSAX return over 5 years is better than : 91.40 vs. JLPSX (-11.84).
| JLPSX | VTSAX | JLPSX / VTSAX | |
| Total Expense Ratio | 1.46 | 0.04 | 3,650% |
| Annual Report Gross Expense Ratio | 1.76 | 0.04 | 4,400% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 0.995 | 1.365 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 1.82T | 0% |
| Annual Yield % from dividends | 0.10 | 1.28 | 7% |
| Returns for 1 year | 2.06 | 10.07 | 21% |
| Returns for 3 years | 15.82 | 57.61 | 27% |
| Returns for 5 years | -11.84 | 91.40 | -13% |
| Returns for 10 years | -29.10 | 179.53 | -16% |
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