Interact to see
Advertisement
Advertisement
JLPYX vs VTSMX
JLPYX vs VTSMX Comparison
Open Charts JLPYX vs VTSMX
JPMorgan US Large Cap Core Plus R6
Price$23.35
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx I
Price$152.61
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.91T
JLPYX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLPYX vs. VTSMX commentary
Jul 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 JLPYX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JLPYX (3.46B). 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 : 16.38 vs. JLPYX (10.50). VTSMX return over 5 years is better than : 90.61 vs. JLPYX (-12.17).
| 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 | 8.756 | 8.280 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.91T | 0% |
| Annual Yield % from dividends | 0.12 | 1.12 | 11% |
| Returns for 1 year | 10.50 | 16.38 | 64% |
| Returns for 3 years | 12.88 | 52.46 | 25% |
| Returns for 5 years | -12.17 | 90.61 | -13% |
| Returns for 10 years | N/A | 198.96 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement