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JLPZX vs VTSAX
JLPZX vs VTSAX Comparison
Open Charts JLPZX vs VTSAX
JPMorgan US Large Cap Core Plus R2
Price$18.93
Change-$0.29 (-1.51%)
VolumeN/A
Net Assets3.56B
Vanguard Total Stock Mkt Idx Adm
Price$165.45
Change+$4.47 (+2.78%)
VolumeN/A
Net Assets2.06T
JLPZX vs VTSAX Comparison Chart in %
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JLPZX vs. VTSAX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. JLPZX (3.56B). VTSAX pays higher dividends than JLPZX: VTSAX (1.09) vs JLPZX (0.00). JLPZX was incepted earlier than VTSAX: JLPZX (17 years) vs VTSAX (25 years). JLPZX (2.20) is less costly to investors than VTSAX (0.04). JLPZX is a more actively managed with annual turnover of: 100.00 vs. VTSAX (2.00). 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 : 14.80 vs. JLPZX (8.42). VTSAX return over 5 years is better than : 68.23 vs. JLPZX (-16.50).
| JLPZX | VTSAX | JLPZX / VTSAX | |
| Total Expense Ratio | 2.09 | 0.04 | 5,225% |
| Annual Report Gross Expense Ratio | 2.20 | 0.04 | 5,500% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 0.106 | 1.379 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.56B | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 8.42 | 14.80 | 57% |
| Returns for 3 years | 39.91 | 64.03 | 62% |
| Returns for 5 years | -16.50 | 68.23 | -24% |
| Returns for 10 years | -17.90 | 270.92 | -7% |
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