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JLPCX vs VTSMX
JLPCX vs VTSMX Comparison
Open Charts JLPCX vs VTSMX
JPMorgan US Large Cap Core Plus C
Price$14.43
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets3.01B
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
JLPCX vs VTSMX Comparison Chart
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JLPCX vs. VTSMX commentary
May 12, 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 JLPCX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JLPCX (3.01B). VTSMX pays higher dividends than JLPCX: VTSMX (1.26) vs JLPCX (0.00). JLPCX was incepted earlier than VTSMX: JLPCX (20 years) vs VTSMX (33 years). JLPCX (2.51) is less costly to investors than VTSMX (0.14). JLPCX is a more actively managed with annual turnover of: 109.00 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 : 7.95 vs. JLPCX (-2.43). VTSMX return over 5 years is better than : 89.18 vs. JLPCX (-32.16).
| JLPCX | VTSMX | JLPCX / VTSMX | |
| Total Expense Ratio | 2.21 | 0.14 | 1,579% |
| Annual Report Gross Expense Ratio | 2.51 | 0.14 | 1,793% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -5.003 | -4.022 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | -2.43 | 7.95 | -31% |
| Returns for 3 years | -10.87 | 40.07 | -27% |
| Returns for 5 years | -32.16 | 89.18 | -36% |
| Returns for 10 years | -50.46 | 165.24 | -31% |