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JLCAX vs VSMPX
JLCAX vs VSMPX Comparison
Open Charts JLCAX vs VSMPX
JPMorgan US Large Cap Core Plus A
Price$19.37
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets3.11B
Vanguard Total Stock Mkt Idx Instl Pls
Price$260.25
Change-$1.66 (-0.63%)
VolumeN/A
Net Assets1.72T
JLCAX vs VSMPX Comparison Chart
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JLCAX vs. VSMPX commentary
May 24, 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: 1.72T vs. JLCAX (3.11B). 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 : 9.52 vs. JLCAX (1.88). VSMPX return over 5 years is better than : 92.99 vs. JLCAX (-16.06).
| 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 | -1.759 | -0.966 | 182% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.11B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 1.88 | 9.52 | 20% |
| Returns for 3 years | 3.39 | 44.82 | 8% |
| Returns for 5 years | -16.06 | 92.99 | -17% |
| Returns for 10 years | -35.29 | 161.82 | -22% |