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JLPZX vs VTSMX
JLPZX vs VTSMX Comparison
Open Charts JLPZX vs VTSMX
JPMorgan US Large Cap Core Plus R2
Price$15.23
Change-$0.55 (-3.49%)
VolumeN/A
Net Assets2.89B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
JLPZX vs VTSMX Comparison Chart
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JLPZX vs. VTSMX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. JLPZX (2.89B). VTSMX pays higher dividends than JLPZX: VTSMX (1.25) vs JLPZX (0.00). JLPZX was incepted earlier than VTSMX: JLPZX (16 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 : 4.72 vs. JLPZX (-2.59). VTSMX return over 5 years is better than : 92.15 vs. JLPZX (-22.72).
| 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 | 16 years | 33 years | - |
| Gain YTD | -8.042 | -7.881 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -2.59 | 4.72 | -55% |
| Returns for 3 years | -18.70 | 20.95 | -89% |
| Returns for 5 years | -22.72 | 92.15 | -25% |
| Returns for 10 years | -46.41 | 154.63 | -30% |
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