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JLPZX vs VSMPX
JLPZX vs VSMPX Comparison
Open Charts JLPZX vs VSMPX
JPMorgan US Large Cap Core Plus R2
Price$17.05
Change-$0.30 (-1.73%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$243.23
Change-$4.22 (-1.71%)
VolumeN/A
CapitalizationN/A
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JLPZX vs VSMPX Comparison Chart
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JLPZX vs. VSMPX commentary
Sep 08, 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 JLPZX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. JLPZX (2.42B). VSMPX pays higher dividends than JLPZX: VSMPX (1.36) vs JLPZX (0.00). JLPZX was incepted earlier than VSMPX: JLPZX (16 years) vs VSMPX (9 years). JLPZX is a more actively managed with annual turnover of: 99.00 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 : 22.25 vs. JLPZX (13.32). VSMPX return over 5 years is better than : 79.38 vs. JLPZX (-24.29).
| JLPZX | VSMPX | JLPZX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 20.403 | 14.269 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 13.32 | 22.25 | 60% |
| Returns for 3 years | -34.58 | 16.00 | -216% |
| Returns for 5 years | -24.29 | 79.38 | -31% |
| Returns for 10 years | -41.86 | N/A | - |
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