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JLPZX vs VTSAX
JLPZX vs VTSAX Comparison
Open Charts JLPZX vs VTSAX
JPMorgan US Large Cap Core Plus R2
Price$19.10
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets3.47B
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
JLPZX vs VTSAX Comparison Chart in %
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JLPZX vs. VTSAX commentary
Oct 18, 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 JLPZX is a Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. JLPZX (3.47B). VTSAX pays higher dividends than JLPZX: VTSAX (1.13) vs JLPZX (0.00). JLPZX was incepted earlier than VTSAX: JLPZX (17 years) vs VTSAX (25 years). JLPZX (2.28) is less costly to investors than VTSAX (0.04). JLPZX has a lower initial minimum investment than VTSAX: JLPZX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.81 vs. JLPZX (2.80). VTSAX return over 5 years is better than : 84.90 vs. JLPZX (-29.30).
| JLPZX | VTSAX | JLPZX / VTSAX | |
| Total Expense Ratio | 2.16 | 0.04 | 5,400% |
| Annual Report Gross Expense Ratio | 2.28 | 0.04 | 5,700% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 11.305 | 13.023 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.47B | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.13 | - |
| Returns for 1 year | 2.80 | 13.81 | 20% |
| Returns for 3 years | 14.99 | 76.08 | 20% |
| Returns for 5 years | -29.30 | 84.90 | -35% |
| Returns for 10 years | -32.18 | 225.85 | -14% |
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