JLPSX
Price
$22.53
Change
+$0.06 (+0.27%)
Updated
Jul 16 closing price
Net Assets
3.38B
VTSMX
Price
$150.47
Change
+$0.90 (+0.60%)
Updated
Jul 17 closing price
Net Assets
1.91T
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JLPSX vs VTSMX

Header iconJLPSX vs VTSMX Comparison
Open Charts JLPSX vs VTSMXBanner chart's image
JPMorgan US Large Cap Core Plus I
Price$22.53
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx I
Price$150.47
Change+$0.90 (+0.60%)
VolumeN/A
Net Assets1.91T
JLPSX vs VTSMX Comparison Chart in %
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JLPSX vs. VTSMX commentary
Jul 18, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JLPSX (3.38B). VTSMX pays higher dividends than JLPSX: VTSMX (1.12) 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 : 11.80 vs. JLPSX (4.08). VTSMX return over 5 years is better than : 89.10 vs. JLPSX (-13.65).
JLPSXVTSMXJLPSX / VTSMX
Total Expense Ratio1.460.141,043%
Annual Report Gross Expense Ratio1.760.141,257%
Fund Existence20 years33 years-
Gain YTD6.4936.123106%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets3.38B1.91T0%
Annual Yield % from dividends0.091.128%
Returns for 1 year4.0811.8035%
Returns for 3 years17.9161.2129%
Returns for 5 years-13.6589.10-15%
Returns for 10 years-25.72189.88-14%
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