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JLPCX vs VTSMX
JLPCX vs VTSMX Comparison
Open Charts JLPCX vs VTSMX
JPMorgan US Large Cap Core Plus C
Price$16.05
Change-$0.05 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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JLPCX vs VTSMX Comparison Chart
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JLPCX vs. VTSMX commentary
Sep 21, 2024
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 JLPCX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JLPCX (2.56B). VTSMX pays higher dividends than JLPCX: VTSMX (1.26) vs JLPCX (0.00). JLPCX was incepted earlier than VTSMX: JLPCX (19 years) vs VTSMX (32 years). JLPCX is a more actively managed with annual turnover of: 99.00 vs. VTSMX (2.00). JLPCX has a lower initial minimum investment than VTSMX: JLPCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.89 vs. JLPCX (14.33). VTSMX return over 5 years is better than : 82.93 vs. JLPCX (-28.34).
| JLPCX | VTSMX | JLPCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 22.671 | 16.884 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 14.33 | 25.89 | 55% |
| Returns for 3 years | -36.01 | 21.33 | -169% |
| Returns for 5 years | -28.34 | 82.93 | -34% |
| Returns for 10 years | -47.05 | 178.97 | -26% |
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