Ad is loading...
JLPSX vs VTSMX
JLPSX vs VTSMX Comparison
Open Charts JLPSX vs VTSMX
JPMorgan US Large Cap Core Plus I
Price$21.64
Change+$0.20 (+0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.64
Change+$1.55 (+1.08%)
VolumeN/A
CapitalizationN/A
JLPSX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLPSX vs. VTSMX commentary
Dec 25, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JLPSX (2.88B). 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 (24.71) and JLPSX (24.06) have marching annual gain over last year. VTSMX return over 5 years is better than : 81.06 vs. JLPSX (-12.42).
| 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 | 23.413 | 24.354 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 1.84T | 0% |
| Annual Yield % from dividends | 0.18 | 1.26 | 15% |
| Returns for 1 year | 24.06 | 24.71 | 97% |
| Returns for 3 years | -10.26 | 23.28 | -44% |
| Returns for 5 years | -12.42 | 81.06 | -15% |
| Returns for 10 years | -26.45 | 184.62 | -14% |
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 % |
| FCGEX | 19.53 | 0.16 | +0.83% |
| NYLI PineStone Global Equity Class A | |||
| DWOAX | 20.39 | 0.14 | +0.69% |
| BNY Mellon Research Growth A | |||
| NILTX | 13.09 | 0.02 | +0.15% |
| Neuberger Berman International Sel Tr | |||
| MMFYX | 16.30 | N/A | N/A |
| MassMutual Equity Opports Svc | |||
| BHSRX | 60.39 | N/A | N/A |
| BlackRock Health Sciences Opps R | |||