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JLPZX vs VTSMX
JLPZX vs VTSMX Comparison
Open Charts JLPZX vs VTSMX
JPMorgan US Large Cap Core Plus R2
Price$17.18
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx I
Price$142.73
Change+$0.95 (+0.67%)
VolumeN/A
Net Assets1.72T
JLPZX vs VTSMX Comparison Chart
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JLPZX vs. VTSMX commentary
Jun 04, 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: 1.72T vs. JLPZX (3.16B). VTSMX pays higher dividends than JLPZX: VTSMX (1.18) 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 : 11.97 vs. JLPZX (2.15). VTSMX return over 5 years is better than : 85.27 vs. JLPZX (-26.61).
| 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 | -0.408 | 0.582 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 2.15 | 11.97 | 18% |
| Returns for 3 years | -5.32 | 41.91 | -13% |
| Returns for 5 years | -26.61 | 85.27 | -31% |
| Returns for 10 years | -42.81 | 177.44 | -24% |
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