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JCPRX vs VSMPX
JCPRX vs VSMPX Comparison
Open Charts JCPRX vs VSMPX
JPMorgan US Large Cap Core Plus R5
Price$23.56
Change-$0.05 (-0.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.41
Change-$0.19 (-0.07%)
VolumeN/A
CapitalizationN/A
JCPRX vs VSMPX Comparison Chart
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JCPRX vs. VSMPX commentary
Nov 14, 2024
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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. JCPRX (2.86B). VSMPX pays higher dividends than JCPRX: VSMPX (1.36) vs JCPRX (0.15). JCPRX was incepted earlier than VSMPX: JCPRX (19 years) vs VSMPX (10 years). JCPRX is a more actively managed with annual turnover of: 99.00 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 : 33.40 vs. JCPRX (26.49). VSMPX return over 5 years is better than : 87.49 vs. JCPRX (-6.33).
| JCPRX | VSMPX | JCPRX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 33.541 | 24.899 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 1.73T | 0% |
| Annual Yield % from dividends | 0.15 | 1.36 | 11% |
| Returns for 1 year | 26.49 | 33.40 | 79% |
| Returns for 3 years | -23.57 | 22.84 | -103% |
| Returns for 5 years | -6.33 | 87.49 | -7% |
| Returns for 10 years | -22.18 | N/A | - |