Ad is loading...
JLPCX vs VTSMX
JLPCX vs VTSMX Comparison
Open Charts JLPCX vs VTSMX
JPMorgan US Large Cap Core Plus C
Price$15.53
Change+$0.17 (+1.11%)
VolumeN/A
Net Assets2.95B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
JLPCX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLPCX vs. VTSMX commentary
Jan 19, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. JLPCX (2.95B). 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 : 25.24 vs. JLPCX (19.10). VTSMX return over 5 years is better than : 76.07 vs. JLPCX (-33.58).
| 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 | 2.238 | 2.241 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.95B | 1.78T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 19.10 | 25.24 | 76% |
| Returns for 3 years | -18.22 | 28.94 | -63% |
| Returns for 5 years | -33.58 | 76.07 | -44% |
| Returns for 10 years | -44.26 | 194.99 | -23% |
View a ticker or compare two or three
VS
VS
Ad is loading...