Ad is loading...
JLPSX vs VTSMX
JLPSX vs VTSMX Comparison
Open Charts JLPSX vs VTSMX
JPMorgan US Large Cap Core Plus I
Price$19.17
Change-$0.99 (-4.91%)
VolumeN/A
Net Assets2.98B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
JLPSX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLPSX vs. VTSMX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. JLPSX (2.98B). 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 : 8.05 vs. JLPSX (2.04). VTSMX return over 5 years is better than : 126.23 vs. JLPSX (3.34).
| 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 | -5.024 | -3.986 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 1.81T | 0% |
| Annual Yield % from dividends | 0.10 | 1.25 | 8% |
| Returns for 1 year | 2.04 | 8.05 | 25% |
| Returns for 3 years | -10.88 | 21.01 | -52% |
| Returns for 5 years | 3.34 | 126.23 | 3% |
| Returns for 10 years | -31.62 | 166.80 | -19% |
View a ticker or compare two or three
VS
VS
Ad is loading...