Ad is loading...
JLPSX vs VTSMX
JLPSX vs VTSMX Comparison
Open Charts JLPSX vs VTSMX
JPMorgan US Large Cap Core Plus I
Price$19.34
Change+$0.42 (+2.22%)
VolumeN/A
Net Assets2.82B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
JLPSX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLPSX vs. VTSMX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. JLPSX (2.82B). VTSMX pays higher dividends than JLPSX: VTSMX (1.25) vs JLPSX (0.10). JLPSX was incepted earlier than VTSMX: JLPSX (19 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 : 5.27 vs. JLPSX (-2.02). VTSMX return over 5 years is better than : 86.77 vs. JLPSX (-15.70).
| 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 | 19 years | 33 years | - |
| Gain YTD | -10.332 | -9.023 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 1.7T | 0% |
| Annual Yield % from dividends | 0.10 | 1.25 | 8% |
| Returns for 1 year | -2.02 | 5.27 | -38% |
| Returns for 3 years | -10.54 | 22.56 | -47% |
| Returns for 5 years | -15.70 | 86.77 | -18% |
| Returns for 10 years | -36.19 | 150.14 | -24% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FCUDX | 18.09 | 0.23 | +1.29% |
| NYLI PineStone U.S. Equity Class R6 | |||
| FATEX | 87.72 | N/A | N/A |
| Fidelity Advisor Technology M | |||
| PMDHX | 16.91 | N/A | N/A |
| Principal Small-MidCap Dividend Inc R6 | |||
| BGGKX | 23.49 | N/A | N/A |
| Baillie Gifford US Equity Growth K | |||
| BSGSX | 14.53 | N/A | N/A |
| Baird Small/Mid Cap Growth Investor | |||