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JLPSX vs VTSMX
JLPSX vs VTSMX Comparison
Open Charts JLPSX vs VTSMX
JPMorgan US Large Cap Core Plus I
Price$23.62
Change+$0.13 (+0.55%)
VolumeN/A
Net Assets3.47B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
JLPSX vs VTSMX Comparison Chart in %
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JLPSX vs. VTSMX commentary
Oct 19, 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: 2.02T vs. JLPSX (3.47B). VTSMX pays higher dividends than JLPSX: VTSMX (1.04) vs JLPSX (0.08). JLPSX was incepted earlier than VTSMX: JLPSX (20 years) vs VTSMX (34 years). JLPSX (1.76) is less costly to investors than VTSMX (0.14). 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 : 13.79 vs. JLPSX (4.90). VTSMX return over 5 years is better than : 84.86 vs. JLPSX (-17.52).
| 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 | 34 years | - |
| Gain YTD | 11.943 | 13.012 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.47B | 2.02T | 0% |
| Annual Yield % from dividends | 0.08 | 1.04 | 8% |
| Returns for 1 year | 4.90 | 13.79 | 36% |
| Returns for 3 years | 26.53 | 76.02 | 35% |
| Returns for 5 years | -17.52 | 84.86 | -21% |
| Returns for 10 years | -16.64 | 225.10 | -7% |
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