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JLPZX vs VTSMX
JLPZX vs VTSMX Comparison
Open Charts JLPZX vs VTSMX
JLPZX vs VTSMX Comparison Chart in %
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JLPZX vs. VTSMX commentary
Jul 25, 2026
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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. JLPZX (3.62B). VTSMX pays higher dividends than JLPZX: VTSMX (0.99) vs JLPZX (0.00). JLPZX was incepted earlier than VTSMX: JLPZX (18 years) vs VTSMX (34 years). JLPZX (2.20) is less costly to investors than VTSMX (0.06). JLPZX is a more actively managed with annual turnover of: 100.00 vs. VTSMX (3.00). JLPZX (0) and VTSMX (0) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 16.90 vs. JLPZX (7.67). VTSMX return over 5 years is better than : 61.02 vs. JLPZX (-23.76).
| JLPZX | VTSMX | JLPZX / VTSMX | |
| Total Expense Ratio | 2.09 | 0.06 | 3,483% |
| Annual Report Gross Expense Ratio | 2.20 | 0.06 | 3,667% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 5.394 | 8.816 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 2.3T | 0% |
| Annual Yield % from dividends | 0.00 | 0.99 | - |
| Returns for 1 year | 7.67 | 16.90 | 45% |
| Returns for 3 years | 29.25 | 61.17 | 48% |
| Returns for 5 years | -23.76 | 61.02 | -39% |
| Returns for 10 years | -25.54 | 240.56 | -11% |
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