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JLPYX vs VTSAX
JLPYX vs VTSAX Comparison
Open Charts JLPYX vs VTSAX
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 Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JLPYX vs VTSAX Comparison Chart in %
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JLPYX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. JLPYX (3.38B). VTSAX pays higher dividends than JLPYX: VTSAX (1.21) vs JLPYX (0.12). JLPYX was incepted earlier than VTSAX: JLPYX (8 years) vs VTSAX (25 years). JLPYX (1.50) is less costly to investors than VTSAX (0.04). JLPYX is a more actively managed with annual turnover of: 109.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JLPYX: VTSAX (3000) vs JLPYX (15000000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. JLPYX (6.50). VTSAX return over 5 years is better than : 95.62 vs. JLPYX (-9.42).
| JLPYX | VTSAX | JLPYX / VTSAX | |
| Total Expense Ratio | 1.41 | 0.04 | 3,525% |
| Annual Report Gross Expense Ratio | 1.50 | 0.04 | 3,750% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 6.847 | 6.416 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.82T | 0% |
| Annual Yield % from dividends | 0.12 | 1.21 | 10% |
| Returns for 1 year | 6.50 | 13.89 | 47% |
| Returns for 3 years | 20.79 | 62.12 | 33% |
| Returns for 5 years | -9.42 | 95.62 | -10% |
| Returns for 10 years | N/A | 198.69 | - |
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