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JLPSX vs VTSMX
JLPSX vs VTSMX Comparison
Open Charts JLPSX vs VTSMX
JPMorgan US Large Cap Core Plus I
Price$23.70
Change-$0.12 (-0.50%)
VolumeN/A
Net Assets3.53B
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
JLPSX vs VTSMX Comparison Chart in %
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JLPSX vs. VTSMX commentary
Oct 09, 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: 2.02T vs. JLPSX (3.53B). VTSMX pays higher dividends than JLPSX: VTSMX (1.04) vs JLPSX (0.08). 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 : 18.34 vs. JLPSX (9.28). VTSMX return over 5 years is better than : 89.06 vs. JLPSX (-15.79).
| 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 | 20 years | 33 years | - |
| Gain YTD | 12.891 | 14.389 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 2.02T | 0% |
| Annual Yield % from dividends | 0.08 | 1.04 | 8% |
| Returns for 1 year | 9.28 | 18.34 | 51% |
| Returns for 3 years | 28.98 | 82.05 | 35% |
| Returns for 5 years | -15.79 | 89.06 | -18% |
| Returns for 10 years | -15.23 | 231.08 | -7% |
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