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JLPSX vs VTSMX
JLPSX vs VTSMX Comparison
Open Charts JLPSX vs VTSMX
JPMorgan US Large Cap Core Plus I
Price$23.52
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets3.52B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
JLPSX vs VTSMX Comparison Chart in %
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JLPSX vs. VTSMX commentary
Sep 29, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. JLPSX (3.52B). VTSMX pays higher dividends than JLPSX: VTSMX (1.07) 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 : 15.63 vs. JLPSX (7.26). VTSMX return over 5 years is better than : 96.53 vs. JLPSX (-12.94).
| 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 | 11.469 | 12.949 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 1.95T | 0% |
| Annual Yield % from dividends | 0.09 | 1.07 | 8% |
| Returns for 1 year | 7.26 | 15.63 | 46% |
| Returns for 3 years | 28.88 | 80.25 | 36% |
| Returns for 5 years | -12.94 | 96.53 | -13% |
| Returns for 10 years | -10.35 | 249.92 | -4% |
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