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JCPRX vs VSMPX
JCPRX vs VSMPX Comparison
Open Charts JCPRX vs VSMPX
JPMorgan US Large Cap Core Plus R5
Price$24.22
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets3.54B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
JCPRX vs VSMPX Comparison Chart in %
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JCPRX vs. VSMPX commentary
Dec 26, 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 Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. JCPRX (3.54B). VSMPX pays higher dividends than JCPRX: VSMPX (1.12) vs JCPRX (0.04). JCPRX was incepted earlier than VSMPX: JCPRX (20 years) vs VSMPX (11 years). JCPRX (1.54) is less costly to investors than VSMPX (0.02). JCPRX is a more actively managed with annual turnover of: 100.00 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 : 14.43 vs. JCPRX (9.94). VSMPX return over 5 years is better than : 76.89 vs. JCPRX (1.66).
| JCPRX | VSMPX | JCPRX / VSMPX | |
| Total Expense Ratio | 1.44 | 0.02 | 7,200% |
| Annual Report Gross Expense Ratio | 1.54 | 0.02 | 7,700% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 12.756 | 17.382 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 2.06T | 0% |
| Annual Yield % from dividends | 0.04 | 1.12 | 3% |
| Returns for 1 year | 9.94 | 14.43 | 69% |
| Returns for 3 years | 59.82 | 78.10 | 77% |
| Returns for 5 years | 1.66 | 76.89 | 2% |
| Returns for 10 years | -8.88 | 225.09 | -4% |
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