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JLPYX vs VSMPX
JLPYX vs VSMPX Comparison
Open Charts JLPYX vs VSMPX
JPMorgan US Large Cap Core Plus R6
Price$23.56
Change-$0.11 (-0.46%)
VolumeN/A
Net Assets3.48B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
JLPYX vs VSMPX Comparison Chart in %
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JLPYX vs. VSMPX commentary
Sep 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 JLPYX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. JLPYX (3.48B). VSMPX pays higher dividends than JLPYX: VSMPX (1.17) vs JLPYX (0.12). JLPYX was incepted earlier than VSMPX: JLPYX (8 years) vs VSMPX (10 years). JLPYX (1.50) is less costly to investors than VSMPX (0.02). JLPYX is a more actively managed with annual turnover of: 109.00 vs. VSMPX (2.00). JLPYX has a lower initial minimum investment than VSMPX: JLPYX (15000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.28 vs. JLPYX (10.35). VSMPX return over 5 years is better than : 85.39 vs. JLPYX (-15.96).
| JLPYX | VSMPX | JLPYX / VSMPX | |
| Total Expense Ratio | 1.41 | 0.02 | 7,050% |
| Annual Report Gross Expense Ratio | 1.50 | 0.02 | 7,500% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 9.735 | 10.574 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 1.95T | 0% |
| Annual Yield % from dividends | 0.12 | 1.17 | 10% |
| Returns for 1 year | 10.35 | 18.28 | 57% |
| Returns for 3 years | 19.72 | 64.03 | 31% |
| Returns for 5 years | -15.96 | 85.39 | -19% |
| Returns for 10 years | N/A | 215.19 | - |
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