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JLPZX vs VTSMX
JLPZX vs VTSMX Comparison
Open Charts JLPZX vs VTSMX
JPMorgan US Large Cap Core Plus R2
Price$17.29
Change+$0.20 (+1.17%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
JLPZX vs VTSMX Comparison Chart
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JLPZX vs. VTSMX commentary
Dec 23, 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 JLPZX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JLPZX (2.85B). VTSMX pays higher dividends than JLPZX: VTSMX (1.26) vs JLPZX (0.00). JLPZX was incepted earlier than VTSMX: JLPZX (16 years) vs VTSMX (33 years). JLPZX is a more actively managed with annual turnover of: 99.00 vs. VTSMX (2.00). JLPZX has a lower initial minimum investment than VTSMX: JLPZX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 24.23 vs. JLPZX (20.91). VTSMX return over 5 years is better than : 79.24 vs. JLPZX (-25.50).
| JLPZX | VTSMX | JLPZX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 19.986 | 23.596 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 1.84T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 20.91 | 24.23 | 86% |
| Returns for 3 years | -17.59 | 24.14 | -73% |
| Returns for 5 years | -25.50 | 79.24 | -32% |
| Returns for 10 years | -40.41 | 184.08 | -22% |
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