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JLPYX vs VSMPX
JLPYX vs VSMPX Comparison
Open Charts JLPYX vs VSMPX
JPMorgan US Large Cap Core Plus R6
Price$23.64
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets3.48B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.61
Change+$0.19 (+0.06%)
VolumeN/A
Net Assets1.95T
JLPYX vs VSMPX Comparison Chart in %
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JLPYX vs. VSMPX commentary
Sep 09, 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 JLPYX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. JLPYX (3.48B). VSMPX pays higher dividends than JLPYX: VSMPX (1.17) vs JLPYX (0.12). JLPYX was incepted earlier than VSMPX: JLPYX (8 years) vs VSMPX (10 years). JLPYX (1.50) is less costly to investors than VSMPX (0.02). JLPYX is a more actively managed with annual turnover of: 109.00 vs. VSMPX (2.00). JLPYX has a lower initial minimum investment than VSMPX: JLPYX (15000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 20.10 vs. JLPYX (12.67). VSMPX return over 5 years is better than : 86.65 vs. JLPYX (-15.17).
| JLPYX | VSMPX | JLPYX / VSMPX | |
| Total Expense Ratio | 1.41 | 0.02 | 7,050% |
| Annual Report Gross Expense Ratio | 1.50 | 0.02 | 7,500% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 10.107 | 10.358 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 1.95T | 0% |
| Annual Yield % from dividends | 0.12 | 1.17 | 10% |
| Returns for 1 year | 12.67 | 20.10 | 63% |
| Returns for 3 years | 15.17 | 56.86 | 27% |
| Returns for 5 years | -15.17 | 86.65 | -18% |
| Returns for 10 years | N/A | 215.76 | - |
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