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JLPYX vs VSTSX
JLPYX vs VSTSX Comparison
Open Charts JLPYX vs VSTSX
JPMorgan US Large Cap Core Plus R6
Price$22.94
Change+$0.20 (+0.88%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
JLPYX vs VSTSX Comparison Chart in %
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JLPYX vs. VSTSX commentary
Jul 06, 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 JLPYX is a StrongBuy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. JLPYX (3.38B). VSTSX pays higher dividends than JLPYX: VSTSX (1.23) vs JLPYX (0.12). JLPYX was incepted earlier than VSTSX: JLPYX (8 years) vs VSTSX (9 years). JLPYX (1.50) is less costly to investors than VSTSX (0.01). JLPYX is a more actively managed with annual turnover of: 109.00 vs. VSTSX (2.00). JLPYX has a lower initial minimum investment than VSTSX: JLPYX (15000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 13.91 vs. JLPYX (6.50). VSTSX return over 5 years is better than : 95.76 vs. JLPYX (-9.42).
| JLPYX | VSTSX | JLPYX / VSTSX | |
| Total Expense Ratio | 1.41 | 0.01 | 14,100% |
| Annual Report Gross Expense Ratio | 1.50 | 0.01 | 15,000% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 6.847 | 6.427 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.82T | 0% |
| Annual Yield % from dividends | 0.12 | 1.23 | 10% |
| Returns for 1 year | 6.50 | 13.91 | 47% |
| Returns for 3 years | 20.79 | 62.21 | 33% |
| Returns for 5 years | -9.42 | 95.76 | -10% |
| Returns for 10 years | N/A | N/A | - |
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