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JLPYX vs VTSMX
JLPYX vs VTSMX Comparison
Open Charts JLPYX vs VTSMX
JPMorgan US Large Cap Core Plus R6
Price$23.56
Change-$0.11 (-0.46%)
VolumeN/A
Net Assets3.48B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
JLPYX vs VTSMX Comparison Chart in %
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JLPYX vs. VTSMX commentary
Sep 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 JLPYX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. JLPYX (3.48B). VTSMX pays higher dividends than JLPYX: VTSMX (1.07) 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 : 18.03 vs. JLPYX (10.35). VTSMX return over 5 years is better than : 84.94 vs. JLPYX (-15.96).
| 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 | 33 years | - |
| Gain YTD | 9.735 | 10.330 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 1.95T | 0% |
| Annual Yield % from dividends | 0.12 | 1.07 | 11% |
| Returns for 1 year | 10.35 | 18.03 | 57% |
| Returns for 3 years | 19.72 | 63.63 | 31% |
| Returns for 5 years | -15.96 | 84.94 | -19% |
| Returns for 10 years | N/A | 224.15 | - |
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