Interact to see
Advertisement
Advertisement
JLPSX vs VSMPX
JLPSX vs VSMPX Comparison
Open Charts JLPSX vs VSMPX
JPMorgan US Large Cap Core Plus I
Price$22.62
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets3.41B
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
JLPSX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLPSX vs. VSMPX commentary
Aug 08, 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 JLPSX is a Buy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. JLPSX (3.41B). VSMPX pays higher dividends than JLPSX: VSMPX (1.20) vs JLPSX (0.09). JLPSX was incepted earlier than VSMPX: JLPSX (20 years) vs VSMPX (10 years). JLPSX (1.76) is less costly to investors than VSMPX (0.02). JLPSX is a more actively managed with annual turnover of: 109.00 vs. VSMPX (2.00). JLPSX has a lower initial minimum investment than VSMPX: JLPSX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 21.79 vs. JLPSX (13.33). VSMPX return over 5 years is better than : 83.98 vs. JLPSX (-17.01).
| JLPSX | VSMPX | JLPSX / VSMPX | |
| Total Expense Ratio | 1.46 | 0.02 | 7,300% |
| Annual Report Gross Expense Ratio | 1.76 | 0.02 | 8,800% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 7.156 | 7.466 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.41B | 1.91T | 0% |
| Annual Yield % from dividends | 0.09 | 1.20 | 7% |
| Returns for 1 year | 13.33 | 21.79 | 61% |
| Returns for 3 years | 10.18 | 50.22 | 20% |
| Returns for 5 years | -17.01 | 83.98 | -20% |
| Returns for 10 years | -24.55 | 188.00 | -13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement