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JLPZX vs VTSMX
JLPZX vs VTSMX Comparison
Open Charts JLPZX vs VTSMX
JPMorgan US Large Cap Core Plus R2
Price$18.26
Change+$0.15 (+0.83%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JLPZX vs VTSMX Comparison Chart in %
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JLPZX vs. VTSMX commentary
Jul 05, 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 JLPZX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JLPZX (3.38B). VTSMX pays higher dividends than JLPZX: VTSMX (1.12) vs JLPZX (0.00). JLPZX was incepted earlier than VTSMX: JLPZX (17 years) vs VTSMX (33 years). JLPZX (2.28) is less costly to investors than VTSMX (0.14). JLPZX is a more actively managed with annual turnover of: 109.00 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 : 13.89 vs. JLPZX (4.16). VTSMX return over 5 years is better than : 95.59 vs. JLPZX (-23.40).
| JLPZX | VTSMX | JLPZX / VTSMX | |
| Total Expense Ratio | 2.16 | 0.14 | 1,543% |
| Annual Report Gross Expense Ratio | 2.28 | 0.14 | 1,629% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 6.410 | 6.421 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 4.16 | 13.89 | 30% |
| Returns for 3 years | 9.08 | 62.08 | 15% |
| Returns for 5 years | -23.40 | 95.59 | -24% |
| Returns for 10 years | -37.86 | 198.05 | -19% |
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