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JLPCX vs VTSMX
JLPCX vs VTSMX Comparison
Open Charts JLPCX vs VTSMX
JPMorgan US Large Cap Core Plus C
Price$16.70
Change-$0.26 (-1.53%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
JLPCX vs VTSMX Comparison Chart
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JLPCX vs. VTSMX commentary
Nov 18, 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 StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. JLPCX (2.8B). VTSMX pays higher dividends than JLPCX: VTSMX (1.26) vs JLPCX (0.00). JLPCX was incepted earlier than VTSMX: JLPCX (19 years) vs VTSMX (33 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 : 30.52 vs. JLPCX (17.69). VTSMX return over 5 years is better than : 83.72 vs. JLPCX (-27.49).
| JLPCX | VTSMX | JLPCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 29.658 | 22.392 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 1.73T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 17.69 | 30.52 | 58% |
| Returns for 3 years | -37.83 | 19.91 | -190% |
| Returns for 5 years | -27.49 | 83.72 | -33% |
| Returns for 10 years | -44.68 | 186.07 | -24% |
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