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JLPZX vs VSMPX
JLPZX vs VSMPX Comparison
Open Charts JLPZX vs VSMPX
JPMorgan US Large Cap Core Plus R2
Price$16.83
Change-$0.28 (-1.64%)
VolumeN/A
Net Assets3.16B
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.94
Change-$4.62 (-1.73%)
VolumeN/A
Net Assets1.72T
JLPZX vs VSMPX Comparison Chart
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JLPZX vs. VSMPX commentary
May 22, 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 JLPZX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. JLPZX (3.16B). VSMPX pays higher dividends than JLPZX: VSMPX (1.37) vs JLPZX (0.00). JLPZX was incepted earlier than VSMPX: JLPZX (17 years) vs VSMPX (10 years). JLPZX (2.28) is less costly to investors than VSMPX (0.02). JLPZX is a more actively managed with annual turnover of: 109.00 vs. VSMPX (2.00). JLPZX has a lower initial minimum investment than VSMPX: JLPZX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.10 vs. JLPZX (1.72). VSMPX return over 5 years is better than : 96.40 vs. JLPZX (-23.37).
| JLPZX | VSMPX | JLPZX / VSMPX | |
| Total Expense Ratio | 2.16 | 0.02 | 10,800% |
| Annual Report Gross Expense Ratio | 2.28 | 0.02 | 11,400% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | -0.291 | 0.781 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 1.72 | 11.10 | 16% |
| Returns for 3 years | 0.23 | 49.92 | 0% |
| Returns for 5 years | -23.37 | 96.40 | -24% |
| Returns for 10 years | -42.84 | 166.44 | -26% |
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