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JLPSX vs VTSMX
JLPSX vs VTSMX Comparison
Open Charts JLPSX vs VTSMX
JPMorgan US Large Cap Core Plus I
Price$22.55
Change+$0.20 (+0.89%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JLPSX vs VTSMX Comparison Chart in %
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JLPSX vs. VTSMX commentary
Jul 07, 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: 1.82T vs. JLPSX (3.38B). 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 : 13.89 vs. JLPSX (6.37). VTSMX return over 5 years is better than : 95.59 vs. JLPSX (-10.61).
| 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 | 6.872 | 6.421 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.82T | 0% |
| Annual Yield % from dividends | 0.09 | 1.12 | 8% |
| Returns for 1 year | 6.37 | 13.89 | 46% |
| Returns for 3 years | 20.03 | 62.08 | 32% |
| Returns for 5 years | -10.61 | 95.59 | -11% |
| Returns for 10 years | -23.62 | 198.05 | -12% |
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