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JLCAX vs VSMPX
JLCAX vs VSMPX Comparison
Open Charts JLCAX vs VSMPX
JPMorgan US Large Cap Core Plus A
Price$18.52
Change+$0.11 (+0.60%)
VolumeN/A
Net Assets2.91B
Vanguard Total Stock Mkt Idx Instl Pls
Price$249.26
Change+$0.22 (+0.09%)
VolumeN/A
Net Assets1.7T
JLCAX vs VSMPX Comparison Chart
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JLCAX vs. VSMPX commentary
May 02, 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 JLCAX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. JLCAX (2.91B). VSMPX pays higher dividends than JLCAX: VSMPX (1.37) vs JLCAX (0.00). JLCAX was incepted earlier than VSMPX: JLCAX (20 years) vs VSMPX (10 years). JLCAX (2.01) is less costly to investors than VSMPX (0.02). JLCAX is a more actively managed with annual turnover of: 109.00 vs. VSMPX (2.00). JLCAX has a lower initial minimum investment than VSMPX: JLCAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 9.81 vs. JLCAX (1.21). VSMPX return over 5 years is better than : 93.16 vs. JLCAX (-16.51).
| JLCAX | VSMPX | JLCAX / VSMPX | |
| Total Expense Ratio | 1.71 | 0.02 | 8,550% |
| Annual Report Gross Expense Ratio | 2.01 | 0.02 | 10,050% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | -7.487 | -5.843 | 128% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 1.21 | 9.81 | 12% |
| Returns for 3 years | -6.83 | 32.10 | -21% |
| Returns for 5 years | -16.51 | 93.16 | -18% |
| Returns for 10 years | -37.94 | 151.88 | -25% |
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