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JLPSX vs VSMPX
JLPSX vs VSMPX Comparison
Open Charts JLPSX vs VSMPX
JPMorgan US Large Cap Core Plus I
Price$23.18
Change-$0.05 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.41
Change-$0.19 (-0.07%)
VolumeN/A
CapitalizationN/A
JLPSX vs VSMPX Comparison Chart
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JLPSX vs. VSMPX commentary
Nov 14, 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 JLPSX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. JLPSX (2.86B). VSMPX pays higher dividends than JLPSX: VSMPX (1.36) vs JLPSX (0.18). JLPSX was incepted earlier than VSMPX: JLPSX (19 years) vs VSMPX (10 years). JLPSX is a more actively managed with annual turnover of: 99.00 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 : 36.48 vs. JLPSX (26.34). VSMPX return over 5 years is better than : 89.05 vs. JLPSX (-7.27).
| JLPSX | VSMPX | JLPSX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 33.583 | 24.987 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 1.73T | 0% |
| Annual Yield % from dividends | 0.18 | 1.36 | 14% |
| Returns for 1 year | 26.34 | 36.48 | 72% |
| Returns for 3 years | -24.08 | 22.93 | -105% |
| Returns for 5 years | -7.27 | 89.05 | -8% |
| Returns for 10 years | -23.38 | N/A | - |
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