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JCPRX vs VSMPX
JCPRX vs VSMPX Comparison
Open Charts JCPRX vs VSMPX
JPMorgan US Large Cap Core Plus R5
Price$23.34
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
JCPRX vs VSMPX Comparison Chart in %
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JCPRX vs. VSMPX commentary
Jul 28, 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 JCPRX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. JCPRX (3.46B). VSMPX pays higher dividends than JCPRX: VSMPX (1.22) vs JCPRX (0.04). JCPRX was incepted earlier than VSMPX: JCPRX (19 years) vs VSMPX (10 years). JCPRX (1.61) is less costly to investors than VSMPX (0.02). JCPRX is a more actively managed with annual turnover of: 109.00 vs. VSMPX (2.00). JCPRX has a lower initial minimum investment than VSMPX: JCPRX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. JCPRX (11.51). VSMPX return over 5 years is better than : 93.61 vs. JCPRX (-10.80).
| JCPRX | VSMPX | JCPRX / VSMPX | |
| Total Expense Ratio | 1.51 | 0.02 | 7,550% |
| Annual Report Gross Expense Ratio | 1.61 | 0.02 | 8,050% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 8.659 | 8.298 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.91T | 0% |
| Annual Yield % from dividends | 0.04 | 1.22 | 3% |
| Returns for 1 year | 11.51 | 17.76 | 65% |
| Returns for 3 years | 19.24 | 60.67 | 32% |
| Returns for 5 years | -10.80 | 93.61 | -12% |
| Returns for 10 years | -21.82 | 192.09 | -11% |
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