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JCPRX vs VSMPX
JCPRX vs VSMPX Comparison
Open Charts JCPRX vs VSMPX
JPMorgan US Large Cap Core Plus R5
Price$19.41
Change+$0.30 (+1.57%)
VolumeN/A
Net Assets2.79B
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
JCPRX vs VSMPX Comparison Chart
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JCPRX vs. VSMPX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. JCPRX (2.79B). 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 : 0.32 vs. JCPRX (-4.69). VSMPX return over 5 years is better than : 85.42 vs. JCPRX (-12.10).
| 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 | -11.034 | -11.144 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 1.7T | 0% |
| Annual Yield % from dividends | 0.05 | 1.37 | 3% |
| Returns for 1 year | -4.69 | 0.32 | -1,481% |
| Returns for 3 years | -12.90 | 17.06 | -76% |
| Returns for 5 years | -12.10 | 85.42 | -14% |
| Returns for 10 years | -35.56 | N/A | - |
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