Interact to see
Advertisement
Advertisement
JLPSX vs VTSMX
JLPSX vs VTSMX Comparison
Open Charts JLPSX vs VTSMX
JPMorgan US Large Cap Core Plus I
Price$22.62
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets3.41B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
JLPSX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLPSX vs. VTSMX commentary
Aug 08, 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 JLPSX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JLPSX (3.41B). VTSMX pays higher dividends than JLPSX: VTSMX (1.09) vs JLPSX (0.09). JLPSX was incepted earlier than VTSMX: JLPSX (20 years) vs VTSMX (33 years). JLPSX (1.76) is less costly to investors than VTSMX (0.14). JLPSX is a more actively managed with annual turnover of: 109.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JLPSX: VTSMX (3000) vs JLPSX (1000000). VTSMX annual gain was more profitable for investors over the last year : 21.77 vs. JLPSX (13.33). VTSMX return over 5 years is better than : 83.91 vs. JLPSX (-17.01).
| JLPSX | VTSMX | JLPSX / VTSMX | |
| Total Expense Ratio | 1.46 | 0.14 | 1,043% |
| Annual Report Gross Expense Ratio | 1.76 | 0.14 | 1,257% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 7.156 | 7.450 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.41B | 1.91T | 0% |
| Annual Yield % from dividends | 0.09 | 1.09 | 8% |
| Returns for 1 year | 13.33 | 21.77 | 61% |
| Returns for 3 years | 10.18 | 50.15 | 20% |
| Returns for 5 years | -17.01 | 83.91 | -20% |
| Returns for 10 years | -24.55 | 196.78 | -12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement