JUSRX vs. PEIYX vs. VTI
JUSRX
PEIYX
VTI
Comparison
Average Return
Top 25 Holdings
| JUSRX - JPMorgan U.S. Equity Fund Class R5 | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 9.88% |
| 2 | MSFT | Microsoft Corporation | 8.61% |
| 3 | AAPL | Apple Inc. | 7.76% |
| 4 | GOOGL | Alphabet, Inc. | 4.56% |
| 5 | AMZN | Amazon.com, Inc. | 4.42% |
| 6 | AVGO | Broadcom Inc. | 3.48% |
| 7 | META | Meta Platforms, Inc. | 3.10% |
| 8 | WFC | Wells Fargo & Company | 2.88% |
| 9 | AXP | American Express Company | 2.68% |
| 10 | MA | Mastercard Incorporated | 2.48% |
| 11 | BKR | Baker Hughes Company | 2.42% |
| 12 | LOW | Lowe's Companies, Inc. | 2.39% |
| 13 | ORCL | Oracle Corporation | 2.06% |
| 14 | WMT | Walmart Inc. | 2.04% |
| 15 | DIS | The Walt Disney Company | 2.03% |
| 16 | NXPI | NXP Semiconductors N.V. | 1.88% |
| 17 | MCD | McDonald's Corporation | 1.85% |
| 18 | LLY | Eli Lilly and Company | 1.78% |
| 19 | TSLA | Tesla, Inc. | 1.66% |
| 20 | NOC | Northrop Grumman Corporation | 1.65% |
| 21 | VMC | Vulcan Materials Company | 1.61% |
| 22 | BX | Blackstone Inc. | 1.58% |
| 23 | ETN | Eaton Corporation plc | 1.56% |
| 24 | AJG | Arthur J. Gallagher & Co. | 1.56% |
| 25 | NEE | NextEra Energy, Inc. | 1.52% |
| View JUSRX holdings | |||
| PEIYX - Putnam Large Cap Value Fund | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | GOOGL | Alphabet, Inc. | 4.03% |
| 2 | C | Citigroup Inc. | 3.66% |
| 3 | CSCO | Cisco Systems, Inc. | 2.84% |
| 4 | MSFT | Microsoft Corporation | 2.61% |
| 5 | AMZN | Amazon.com, Inc. | 2.43% |
| 6 | WMT | Walmart Inc. | 2.42% |
| 7 | XOM | Exxon Mobil Corporation | 2.40% |
| 8 | BAC | Bank of America Corporation | 2.35% |
| 9 | KO | The Coca-Cola Company | 2.34% |
| 10 | NEE | NextEra Energy, Inc. | 2.34% |
| 11 | MCK | McKesson Corporation | 2.32% |
| 12 | GM | General Motors Company | 2.31% |
| 13 | PM | Philip Morris International Inc. | 2.28% |
| 14 | COF | Capital One Financial Corporation | 2.22% |
| 15 | TMO | Thermo Fisher Scientific Inc. | 2.16% |
| 16 | PHM | PulteGroup, Inc. | 1.94% |
| 17 | REGN | Regeneron Pharmaceuticals, Inc. | 1.91% |
| 18 | RTX | RTX Corporation | 1.89% |
| 19 | SCHW | The Charles Schwab Corporation | 1.64% |
| 20 | JCI | Johnson Controls International plc | 1.56% |
| 21 | PG | The Procter & Gamble Company | 1.54% |
| 22 | CRH | CRH plc | 1.50% |
| 23 | ACN | Accenture plc | 1.50% |
| 24 | FDX | FedEx Corporation | 1.48% |
| 25 | AZN | AstraZeneca PLC | 1.42% |
| View PEIYX holdings | |||
| VTI - Vanguard Total Stock Market ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | AAPL | Apple Inc. | 6.29% |
| 2 | NVDA | NVIDIA Corporation | 6.21% |
| 3 | MSFT | Microsoft Corporation | 5.56% |
| 4 | AMZN | Amazon.com, Inc. | 3.40% |
| 5 | AVGO | Broadcom Inc. | 2.88% |
| 6 | GOOGL | Alphabet, Inc. | 2.83% |
| 7 | GOOG | Alphabet Inc. | 2.25% |
| 8 | META | Meta Platforms, Inc. | 2.14% |
| 9 | TSLA | Tesla, Inc. | 1.79% |
| 10 | BRK.B | Berkshire Hathaway Inc. | 1.40% |
| 11 | LLY | Eli Lilly and Company | 1.39% |
| 12 | JPM | JPMorgan Chase & Co. | 1.25% |
| 13 | V | Visa Inc. | 0.85% |
| 14 | JNJ | Johnson & Johnson | 0.76% |
| 15 | XOM | Exxon Mobil Corporation | 0.75% |
| 16 | WMT | Walmart Inc. | 0.74% |
| 17 | NFLX | Netflix, Inc. | 0.69% |
| 18 | MA | Mastercard Incorporated | 0.68% |
| 19 | COST | Costco Wholesale Corporation | 0.62% |
| 20 | ABBV | AbbVie Inc. | 0.61% |
| 21 | PLTR | Palantir Technologies Inc. | 0.55% |
| 22 | HD | The Home Depot, Inc. | 0.54% |
| 23 | AMD | Advanced Micro Devices, Inc. | 0.54% |
| 24 | PG | The Procter & Gamble Company | 0.53% |
| 25 | ORCL | Oracle Corporation | 0.52% |
| View VTI holdings | |||