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JCPRX vs VSMPX
JCPRX vs VSMPX Comparison
Open Charts JCPRX vs VSMPX
JPMorgan US Large Cap Core Plus R5
Price$21.69
Change-$0.25 (-1.14%)
VolumeN/A
Net Assets3.2B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
JCPRX vs VSMPX Comparison Chart
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JCPRX vs. VSMPX commentary
Jun 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 JCPRX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. JCPRX (3.2B). VSMPX pays higher dividends than JCPRX: VSMPX (1.29) 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 : 10.08 vs. JCPRX (2.12). VSMPX return over 5 years is better than : 91.46 vs. JCPRX (-10.95).
| 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 | 0.978 | 1.374 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 1.82T | 0% |
| Annual Yield % from dividends | 0.04 | 1.29 | 3% |
| Returns for 1 year | 2.12 | 10.08 | 21% |
| Returns for 3 years | 16.38 | 57.66 | 28% |
| Returns for 5 years | -10.95 | 91.46 | -12% |
| Returns for 10 years | -28.03 | 170.67 | -16% |
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