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JCPRX vs VSMPX
JCPRX vs VSMPX Comparison
Open Charts JCPRX vs VSMPX
JPMorgan US Large Cap Core Plus R5
Price$23.52
Change-$0.16 (-0.68%)
VolumeN/A
Net Assets3.46B
Vanguard Total Stock Mkt Idx Instl Pls
Price$290.50
Change-$1.84 (-0.63%)
VolumeN/A
Net Assets1.91T
JCPRX vs VSMPX Comparison Chart in %
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JCPRX vs. VSMPX commentary
Sep 01, 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 JCPRX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. JCPRX (3.46B). VSMPX pays higher dividends than JCPRX: VSMPX (1.17) vs JCPRX (0.04). JCPRX was incepted earlier than VSMPX: JCPRX (19 years) vs VSMPX (10 years). JCPRX (1.61) is less costly to investors than VSMPX (0.02). JCPRX is a more actively managed with annual turnover of: 109.00 vs. VSMPX (2.00). JCPRX has a lower initial minimum investment than VSMPX: JCPRX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 15.51 vs. JCPRX (8.29). VSMPX return over 5 years is better than : 79.80 vs. JCPRX (-18.82).
| JCPRX | VSMPX | JCPRX / VSMPX | |
| Total Expense Ratio | 1.51 | 0.02 | 7,550% |
| Annual Report Gross Expense Ratio | 1.61 | 0.02 | 8,050% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 9.497 | 9.848 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.91T | 0% |
| Annual Yield % from dividends | 0.04 | 1.17 | 3% |
| Returns for 1 year | 8.29 | 15.51 | 53% |
| Returns for 3 years | 17.40 | 59.55 | 29% |
| Returns for 5 years | -18.82 | 79.80 | -24% |
| Returns for 10 years | -13.80 | 222.37 | -6% |
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