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JLPZX vs VTSMX
JLPZX vs VTSMX Comparison
Open Charts JLPZX vs VTSMX
JPMorgan US Large Cap Core Plus R2
Price$19.45
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets3.53B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
JLPZX vs VTSMX Comparison Chart in %
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JLPZX vs. VTSMX commentary
Dec 04, 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 JLPZX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. JLPZX (3.53B). VTSMX pays higher dividends than JLPZX: VTSMX (1.02) vs JLPZX (0.00). JLPZX was incepted earlier than VTSMX: JLPZX (17 years) vs VTSMX (34 years). JLPZX (2.28) is less costly to investors than VTSMX (0.14). JLPZX has a lower initial minimum investment than VTSMX: JLPZX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. JLPZX (0.67). VTSMX return over 5 years is better than : 77.17 vs. JLPZX (-31.28).
| JLPZX | VTSMX | JLPZX / VTSMX | |
| Total Expense Ratio | 2.16 | 0.14 | 1,543% |
| Annual Report Gross Expense Ratio | 2.28 | 0.14 | 1,629% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 12.995 | 15.489 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 0.67 | 11.43 | 6% |
| Returns for 3 years | 6.01 | 64.40 | 9% |
| Returns for 5 years | -31.28 | 77.17 | -41% |
| Returns for 10 years | -34.08 | 223.01 | -15% |
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