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JLPSX vs VTSMX
JLPSX vs VTSMX Comparison
Open Charts JLPSX vs VTSMX
JPMorgan US Large Cap Core Plus I
Price$23.18
Change-$0.05 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.10 (-0.07%)
VolumeN/A
CapitalizationN/A
JLPSX vs VTSMX Comparison Chart
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JLPSX vs. VTSMX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. JLPSX (2.86B). 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 : 36.46 vs. JLPSX (28.21). VTSMX return over 5 years is better than : 89.01 vs. JLPSX (-6.71).
| 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 | 33.583 | 24.948 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 1.73T | 0% |
| Annual Yield % from dividends | 0.18 | 1.26 | 15% |
| Returns for 1 year | 28.21 | 36.46 | 77% |
| Returns for 3 years | -24.08 | 22.89 | -105% |
| Returns for 5 years | -6.71 | 89.01 | -8% |
| Returns for 10 years | -23.38 | 193.59 | -12% |
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