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JLPSX vs VSMPX
JLPSX vs VSMPX Comparison
Open Charts JLPSX vs VSMPX
JPMorgan US Large Cap Core Plus I
Price$19.88
Change+$0.22 (+1.12%)
VolumeN/A
Net Assets2.93B
Vanguard Total Stock Mkt Idx Instl Pls
Price$250.78
Change+$1.52 (+0.61%)
VolumeN/A
Net Assets1.7T
JLPSX vs VSMPX Comparison Chart
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JLPSX vs. VSMPX commentary
May 02, 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: 1.7T vs. JLPSX (2.93B). VSMPX pays higher dividends than JLPSX: VSMPX (1.37) 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 : 10.18 vs. JLPSX (2.61). VSMPX return over 5 years is better than : 93.33 vs. JLPSX (-12.01).
| 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 | -6.825 | -5.760 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 1.7T | 0% |
| Annual Yield % from dividends | 0.10 | 1.37 | 7% |
| Returns for 1 year | 2.61 | 10.18 | 26% |
| Returns for 3 years | -4.11 | 31.36 | -13% |
| Returns for 5 years | -12.01 | 93.33 | -13% |
| Returns for 10 years | -33.61 | 151.34 | -22% |
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