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JLPSX vs VTSAX
JLPSX vs VTSAX Comparison
Open Charts JLPSX vs VTSAX
JPMorgan US Large Cap Core Plus I
Price$22.94
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JLPSX vs VTSAX Comparison Chart in %
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JLPSX vs. VTSAX commentary
Jul 28, 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: 1.91T vs. JLPSX (3.46B). VTSAX pays higher dividends than JLPSX: VTSAX (1.21) vs JLPSX (0.09). 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 : 17.75 vs. JLPSX (11.47). VTSAX return over 5 years is better than : 93.55 vs. JLPSX (-11.67).
| 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 | 8.720 | 8.289 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.91T | 0% |
| Annual Yield % from dividends | 0.09 | 1.21 | 7% |
| Returns for 1 year | 11.47 | 17.75 | 65% |
| Returns for 3 years | 18.70 | 60.63 | 31% |
| Returns for 5 years | -11.67 | 93.55 | -12% |
| Returns for 10 years | -22.92 | 201.64 | -11% |
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