Interact to see
Advertisement
Advertisement
JLPYX vs VTSMX
JLPYX vs VTSMX Comparison
Open Charts JLPYX vs VTSMX
JLPYX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLPYX vs. VTSMX commentary
Sep 12, 2026
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 JLPYX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.34T vs. JLPYX (3.66B). VTSMX pays higher dividends than JLPYX: VTSMX (0.97) vs JLPYX (0.21). JLPYX was incepted earlier than VTSMX: JLPYX (9 years) vs VTSMX (34 years). JLPYX (1.43) is less costly to investors than VTSMX (0.06). JLPYX is a more actively managed with annual turnover of: 100.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than JLPYX: VTSMX (0) vs JLPYX (15000000). VTSMX annual gain was more profitable for investors over the last year : 14.99 vs. JLPYX (7.36). VTSMX return over 5 years is better than : 62.93 vs. JLPYX (-9.95).
| JLPYX | VTSMX | JLPYX / VTSMX | |
| Total Expense Ratio | 1.34 | 0.06 | 2,233% |
| Annual Report Gross Expense Ratio | 1.43 | 0.06 | 2,383% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 7.095 | 11.336 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 2.34T | 0% |
| Annual Yield % from dividends | 0.21 | 0.97 | 22% |
| Returns for 1 year | 7.36 | 14.99 | 49% |
| Returns for 3 years | 40.90 | 68.80 | 59% |
| Returns for 5 years | -9.95 | 62.93 | -16% |
| Returns for 10 years | N/A | 253.68 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement