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JCPRX vs VSMPX
JCPRX vs VSMPX Comparison
Open Charts JCPRX vs VSMPX
JPMorgan US Large Cap Core Plus R5
Price$21.62
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets3.2B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
JCPRX vs VSMPX Comparison Chart
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JCPRX vs. VSMPX commentary
Jun 07, 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: 1.82T vs. JCPRX (3.2B). VSMPX pays higher dividends than JCPRX: VSMPX (1.29) 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 : 11.41 vs. JCPRX (3.44). VSMPX return over 5 years is better than : 81.84 vs. JCPRX (-14.64).
| 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 | 0.745 | 1.298 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 1.82T | 0% |
| Annual Yield % from dividends | 0.04 | 1.29 | 3% |
| Returns for 1 year | 3.44 | 11.41 | 30% |
| Returns for 3 years | 5.29 | 42.50 | 12% |
| Returns for 5 years | -14.64 | 81.84 | -18% |
| Returns for 10 years | -27.49 | 172.88 | -16% |
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