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JLPYX vs VTSMX
JLPYX vs VTSMX Comparison
Open Charts JLPYX vs VTSMX
JPMorgan US Large Cap Core Plus R6
Price$24.04
Change+$0.13 (+0.54%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
JLPYX vs VTSMX Comparison Chart in %
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JLPYX 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 JLPYX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. JLPYX (3.45B). VTSMX pays higher dividends than JLPYX: VTSMX (1.04) vs JLPYX (0.12). JLPYX was incepted earlier than VTSMX: JLPYX (8 years) vs VTSMX (34 years). JLPYX (1.50) is less costly to investors than VTSMX (0.14). 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 : 13.79 vs. JLPYX (5.08). VTSMX return over 5 years is better than : 84.86 vs. JLPYX (-16.41).
| JLPYX | VTSMX | JLPYX / VTSMX | |
| Total Expense Ratio | 1.41 | 0.14 | 1,007% |
| Annual Report Gross Expense Ratio | 1.50 | 0.14 | 1,071% |
| Fund Existence | 8 years | 34 years | - |
| Gain YTD | 11.970 | 13.012 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 2.02T | 0% |
| Annual Yield % from dividends | 0.12 | 1.04 | 11% |
| Returns for 1 year | 5.08 | 13.79 | 37% |
| Returns for 3 years | 27.31 | 76.02 | 36% |
| Returns for 5 years | -16.41 | 84.86 | -19% |
| Returns for 10 years | N/A | 225.10 | - |
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