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JLPSX vs VTSMX
JLPSX vs VTSMX Comparison
Open Charts JLPSX vs VTSMX
JPMorgan US Large Cap Core Plus I
Price$22.98
Change+$0.07 (+0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$143.57
Change+$0.99 (+0.69%)
VolumeN/A
CapitalizationN/A
JLPSX vs VTSMX Comparison Chart
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JLPSX vs. VTSMX commentary
Nov 22, 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 JLPSX is a StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. JLPSX (2.84B). VTSMX pays higher dividends than JLPSX: VTSMX (1.26) vs JLPSX (0.18). JLPSX was incepted earlier than VTSMX: JLPSX (19 years) vs VTSMX (33 years). JLPSX is a more actively managed with annual turnover of: 99.00 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 : 31.17 vs. JLPSX (22.97). VTSMX return over 5 years is better than : 87.20 vs. JLPSX (-7.83).
| JLPSX | VTSMX | JLPSX / 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 | 32.145 | 24.402 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.84B | 1.73T | 0% |
| Annual Yield % from dividends | 0.18 | 1.26 | 15% |
| Returns for 1 year | 22.97 | 31.17 | 74% |
| Returns for 3 years | -24.43 | 23.11 | -106% |
| Returns for 5 years | -7.83 | 87.20 | -9% |
| Returns for 10 years | -25.38 | 187.97 | -14% |
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