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JCPRX vs VSMPX
JCPRX vs VSMPX Comparison
Open Charts JCPRX vs VSMPX
JPMorgan US Large Cap Core Plus R5
Price$20.47
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets3B
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
JCPRX vs VSMPX Comparison Chart
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JCPRX vs. VSMPX commentary
May 09, 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: 1.72T vs. JCPRX (3B). VSMPX pays higher dividends than JCPRX: VSMPX (1.37) vs JCPRX (0.05). 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 : 7.86 vs. JCPRX (0.84). VSMPX return over 5 years is better than : 88.00 vs. JCPRX (-13.11).
| 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 | -4.935 | -4.649 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3B | 1.72T | 0% |
| Annual Yield % from dividends | 0.05 | 1.37 | 3% |
| Returns for 1 year | 0.84 | 7.86 | 11% |
| Returns for 3 years | 4.32 | 39.43 | 11% |
| Returns for 5 years | -13.11 | 88.00 | -15% |
| Returns for 10 years | -31.35 | 155.00 | -20% |