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JLCAX vs VSMPX
JLCAX vs VSMPX Comparison
Open Charts JLCAX vs VSMPX
JPMorgan US Large Cap Core Plus A
Price$19.00
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets2.95B
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.95
Change+$2.02 (+0.80%)
VolumeN/A
Net Assets1.81T
JLCAX vs VSMPX Comparison Chart
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JLCAX vs. VSMPX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. JLCAX (2.95B). VSMPX pays higher dividends than JLCAX: VSMPX (1.37) vs JLCAX (0.00). JLCAX was incepted earlier than VSMPX: JLCAX (19 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 : 7.37 vs. JLCAX (1.40). VSMPX return over 5 years is better than : 124.51 vs. JLCAX (-1.33).
| 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 | 19 years | 10 years | - |
| Gain YTD | -5.126 | -4.751 | 108% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.95B | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 1.40 | 7.37 | 19% |
| Returns for 3 years | -13.31 | 21.06 | -63% |
| Returns for 5 years | -1.33 | 124.51 | -1% |
| Returns for 10 years | -35.92 | N/A | - |