JLPYX
Price
$22.94
Change
+$0.20 (+0.88%)
Updated
Jul 3 closing price
Net Assets
3.38B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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JLPYX vs VTSMX

Header iconJLPYX vs VTSMX Comparison
Open Charts JLPYX vs VTSMXBanner chart's image
JPMorgan US Large Cap Core Plus R6
Price$22.94
Change+$0.20 (+0.88%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JLPYX vs VTSMX Comparison Chart in %
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JLPYX vs. VTSMX commentary
Jul 06, 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 JLPYX is a StrongBuy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JLPYX (3.38B). VTSMX pays higher dividends than JLPYX: VTSMX (1.12) vs JLPYX (0.12). JLPYX was incepted earlier than VTSMX: JLPYX (8 years) vs VTSMX (33 years). JLPYX (1.50) is less costly to investors than VTSMX (0.14). JLPYX is a more actively managed with annual turnover of: 109.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JLPYX: VTSMX (3000) vs JLPYX (15000000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. JLPYX (6.50). VTSMX return over 5 years is better than : 95.59 vs. JLPYX (-9.42).
JLPYXVTSMXJLPYX / VTSMX
Total Expense Ratio1.410.141,007%
Annual Report Gross Expense Ratio1.500.141,071%
Fund Existence8 years33 years-
Gain YTD6.8476.421107%
Front LoadN/AN/A-
Min. Initial Investment150000003000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.38B1.82T0%
Annual Yield % from dividends0.121.1211%
Returns for 1 year6.5013.8947%
Returns for 3 years20.7962.0833%
Returns for 5 years-9.4295.59-10%
Returns for 10 yearsN/A198.05-
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