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JLPYX vs VTSMX
JLPYX vs VTSMX Comparison
Open Charts JLPYX vs VTSMX
JLPYX vs VTSMX Comparison Chart in %
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JLPYX vs. VTSMX commentary
Jul 10, 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: 2.3T vs. JLPYX (3.67B). VTSMX pays higher dividends than JLPYX: VTSMX (0.99) vs JLPYX (0.22). 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 : 19.87 vs. JLPYX (11.95). VTSMX return over 5 years is better than : 63.71 vs. JLPYX (-9.13).
| 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 | 6.594 | 9.902 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.67B | 2.3T | 0% |
| Annual Yield % from dividends | 0.22 | 0.99 | 22% |
| Returns for 1 year | 11.95 | 19.87 | 60% |
| Returns for 3 years | 44.50 | 68.65 | 65% |
| Returns for 5 years | -9.13 | 63.71 | -14% |
| Returns for 10 years | N/A | 249.58 | - |
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