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JLPSX vs VTSMX
JLPSX vs VTSMX Comparison
Open Charts JLPSX vs VTSMX
JPMorgan US Large Cap Core Plus I
Price$23.79
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets3.55B
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
JLPSX vs VTSMX Comparison Chart in %
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JLPSX vs. VTSMX commentary
Dec 27, 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 Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JLPSX (3.55B). VTSMX pays higher dividends than JLPSX: VTSMX (1.02) vs JLPSX (0.08). JLPSX was incepted earlier than VTSMX: JLPSX (20 years) vs VTSMX (34 years). JLPSX (1.69) is less costly to investors than VTSMX (0.14). JLPSX is a more actively managed with annual turnover of: 100.00 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 : 14.32 vs. JLPSX (9.94). VTSMX return over 5 years is better than : 76.71 vs. JLPSX (0.80).
| JLPSX | VTSMX | JLPSX / VTSMX | |
| Total Expense Ratio | 1.39 | 0.14 | 993% |
| Annual Report Gross Expense Ratio | 1.69 | 0.14 | 1,207% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 12.749 | 17.313 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.55B | 2.06T | 0% |
| Annual Yield % from dividends | 0.08 | 1.02 | 8% |
| Returns for 1 year | 9.94 | 14.32 | 69% |
| Returns for 3 years | 59.98 | 78.67 | 76% |
| Returns for 5 years | 0.80 | 76.71 | 1% |
| Returns for 10 years | -11.08 | 232.18 | -5% |
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