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JLPZX vs VSMPX
JLPZX vs VSMPX Comparison
Open Charts JLPZX vs VSMPX
JPMorgan US Large Cap Core Plus R2
Price$18.65
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets3.47B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
JLPZX vs VSMPX Comparison Chart in %
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JLPZX vs. VSMPX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. JLPZX (3.47B). VSMPX pays higher dividends than JLPZX: VSMPX (1.20) 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 : 16.53 vs. JLPZX (6.44). VSMPX return over 5 years is better than : 86.39 vs. JLPZX (-27.83).
| 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 | 8.916 | 9.572 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.47B | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | 6.44 | 16.53 | 39% |
| Returns for 3 years | -1.53 | 47.25 | -3% |
| Returns for 5 years | -27.83 | 86.39 | -32% |
| Returns for 10 years | -37.21 | 194.33 | -19% |
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