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JCPRX vs VSMPX
JCPRX vs VSMPX Comparison
Open Charts JCPRX vs VSMPX
JPMorgan US Large Cap Core Plus R5
Price$22.94
Change+$0.19 (+0.84%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
JCPRX vs VSMPX Comparison Chart in %
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JCPRX vs. VSMPX commentary
Jul 07, 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 (3.38B). 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 : 13.90 vs. JCPRX (6.40). VSMPX return over 5 years is better than : 95.69 vs. JCPRX (-9.72).
| 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 | 6.797 | 6.426 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.82T | 0% |
| Annual Yield % from dividends | 0.04 | 1.22 | 3% |
| Returns for 1 year | 6.40 | 13.90 | 46% |
| Returns for 3 years | 20.51 | 62.17 | 33% |
| Returns for 5 years | -9.72 | 95.69 | -10% |
| Returns for 10 years | -22.52 | 189.21 | -12% |
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