Ad is loading...
JLPCX vs VSMPX
JLPCX vs VSMPX Comparison
Open Charts JLPCX vs VSMPX
JPMorgan US Large Cap Core Plus C
Price$16.05
Change-$0.05 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JLPCX vs VSMPX Comparison Chart
Loading...
JLPCX vs. VSMPX commentary
Sep 21, 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 JLPCX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. JLPCX (2.56B). VSMPX pays higher dividends than JLPCX: VSMPX (1.36) vs JLPCX (0.00). JLPCX was incepted earlier than VSMPX: JLPCX (19 years) vs VSMPX (9 years). JLPCX is a more actively managed with annual turnover of: 99.00 vs. VSMPX (2.00). JLPCX has a lower initial minimum investment than VSMPX: JLPCX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 25.90 vs. JLPCX (14.33). VSMPX return over 5 years is better than : 83.02 vs. JLPCX (-28.34).
| JLPCX | VSMPX | JLPCX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 22.671 | 16.929 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 14.33 | 25.90 | 55% |
| Returns for 3 years | -36.01 | 21.36 | -169% |
| Returns for 5 years | -28.34 | 83.02 | -34% |
| Returns for 10 years | -47.05 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers