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JLPSX vs VTSMX
JLPSX vs VTSMX Comparison
Open Charts JLPSX vs VTSMX
JPMorgan US Large Cap Core Plus I
Price$22.94
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JLPSX vs VTSMX Comparison Chart in %
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JLPSX vs. VTSMX commentary
Jul 28, 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 JLPSX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JLPSX (3.46B). VTSMX pays higher dividends than JLPSX: VTSMX (1.12) vs JLPSX (0.09). JLPSX was incepted earlier than VTSMX: JLPSX (20 years) vs VTSMX (33 years). JLPSX (1.76) is less costly to investors than VTSMX (0.14). JLPSX is a more actively managed with annual turnover of: 109.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JLPSX: VTSMX (3000) vs JLPSX (1000000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. JLPSX (11.47). VTSMX return over 5 years is better than : 93.51 vs. JLPSX (-11.67).
| JLPSX | VTSMX | JLPSX / VTSMX | |
| Total Expense Ratio | 1.46 | 0.14 | 1,043% |
| Annual Report Gross Expense Ratio | 1.76 | 0.14 | 1,257% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 8.720 | 8.287 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.91T | 0% |
| Annual Yield % from dividends | 0.09 | 1.12 | 8% |
| Returns for 1 year | 11.47 | 17.75 | 65% |
| Returns for 3 years | 18.70 | 60.60 | 31% |
| Returns for 5 years | -11.67 | 93.51 | -12% |
| Returns for 10 years | -22.92 | 200.97 | -11% |
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