JLCAX
Price
$21.23
Change
+$0.18 (+0.86%)
Updated
Jul 3 closing price
Net Assets
3.38B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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JLCAX vs VSMPX

Header iconJLCAX vs VSMPX Comparison
Open Charts JLCAX vs VSMPXBanner chart's image
JPMorgan US Large Cap Core Plus A
Price$21.23
Change+$0.18 (+0.86%)
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
JLCAX vs VSMPX Comparison Chart in %
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JLCAX 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 JLCAX is a StrongBuy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. JLCAX (3.38B). VSMPX pays higher dividends than JLCAX: VSMPX (1.22) vs JLCAX (0.00). JLCAX was incepted earlier than VSMPX: JLCAX (20 years) vs VSMPX (10 years). JLCAX (2.01) is less costly to investors than VSMPX (0.02). JLCAX is a more actively managed with annual turnover of: 109.00 vs. VSMPX (2.00). JLCAX has a lower initial minimum investment than VSMPX: JLCAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. JLCAX (5.73). VSMPX return over 5 years is better than : 95.69 vs. JLCAX (-14.66).
JLCAXVSMPXJLCAX / VSMPX
Total Expense Ratio1.710.028,550%
Annual Report Gross Expense Ratio2.010.0210,050%
Fund Existence20 years10 years-
Gain YTD6.6836.426104%
Front Load5%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.38B1.82T0%
Annual Yield % from dividends0.001.22-
Returns for 1 year5.7313.9041%
Returns for 3 years16.7262.1727%
Returns for 5 years-14.6695.69-15%
Returns for 10 years-28.43189.21-15%
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