Interact to see
Advertisement
Advertisement
JLPZX vs VTSMX
JLPZX vs VTSMX Comparison
Open Charts JLPZX vs VTSMX
JPMorgan US Large Cap Core Plus R2
Price$18.57
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JLPZX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLPZX vs. VTSMX commentary
Jul 27, 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: 1.91T vs. JLPZX (3.46B). 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 : 17.75 vs. JLPZX (9.24). VTSMX return over 5 years is better than : 93.51 vs. JLPZX (-24.32).
| 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 | 8.217 | 8.287 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 9.24 | 17.75 | 52% |
| Returns for 3 years | 7.90 | 60.60 | 13% |
| Returns for 5 years | -24.32 | 93.51 | -26% |
| Returns for 10 years | -37.29 | 200.97 | -19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement