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JLPSX vs VSMPX
JLPSX vs VSMPX Comparison
Open Charts JLPSX vs VSMPX
JPMorgan US Large Cap Core Plus I
Price$21.44
Change+$0.20 (+0.94%)
VolumeN/A
Net Assets3.2B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
JLPSX vs VSMPX Comparison Chart
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JLPSX vs. VSMPX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. JLPSX (3.2B). VSMPX pays higher dividends than JLPSX: VSMPX (1.29) vs JLPSX (0.10). 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 : 10.97 vs. JLPSX (3.41). VSMPX return over 5 years is better than : 81.02 vs. JLPSX (-15.60).
| 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 | 0.664 | 0.837 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 1.82T | 0% |
| Annual Yield % from dividends | 0.10 | 1.29 | 7% |
| Returns for 1 year | 3.41 | 10.97 | 31% |
| Returns for 3 years | 3.50 | 40.40 | 9% |
| Returns for 5 years | -15.60 | 81.02 | -19% |
| Returns for 10 years | -28.72 | 171.64 | -17% |
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