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JCPRX vs VSMPX
JCPRX vs VSMPX Comparison
Open Charts JCPRX vs VSMPX
JPMorgan US Large Cap Core Plus R5
Price$24.15
Change-$0.20 (-0.82%)
VolumeN/A
Net Assets3.52B
Vanguard Total Stock Mkt Idx Instl Pls
Price$311.35
Change-$1.37 (-0.44%)
VolumeN/A
Net Assets2.06T
JCPRX vs VSMPX Comparison Chart in %
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JCPRX vs. VSMPX commentary
Jan 15, 2026
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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. JCPRX (3.52B). VSMPX pays higher dividends than JCPRX: VSMPX (1.13) vs JCPRX (0.14). 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 : 18.30 vs. JCPRX (13.02). VSMPX return over 5 years is better than : 73.71 vs. JCPRX (0.17).
| 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 | 0.751 | 1.685 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 2.06T | 0% |
| Annual Yield % from dividends | 0.14 | 1.13 | 12% |
| Returns for 1 year | 13.02 | 18.30 | 71% |
| Returns for 3 years | 54.41 | 70.98 | 77% |
| Returns for 5 years | 0.17 | 73.71 | 0% |
| Returns for 10 years | 2.14 | 259.47 | 1% |
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