Interact to see
Advertisement
Advertisement
JLPYX vs VSMPX
JLPYX vs VSMPX Comparison
Open Charts JLPYX vs VSMPX
JPMorgan US Large Cap Core Plus R6
Price$23.35
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.38
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets1.91T
JLPYX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLPYX vs. VSMPX commentary
Jul 29, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. JLPYX (3.46B). VSMPX pays higher dividends than JLPYX: VSMPX (1.22) 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 : 16.39 vs. JLPYX (10.50). VSMPX return over 5 years is better than : 90.68 vs. JLPYX (-12.17).
| 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 | 8.756 | 8.290 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.91T | 0% |
| Annual Yield % from dividends | 0.12 | 1.22 | 10% |
| Returns for 1 year | 10.50 | 16.39 | 64% |
| Returns for 3 years | 12.88 | 52.53 | 25% |
| Returns for 5 years | -12.17 | 90.68 | -13% |
| Returns for 10 years | N/A | 190.13 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| APDDX | 22.26 | -0.11 | -0.49% |
| Artisan Global Discovery Advisor | |||
| UBVSX | 84.58 | -0.47 | -0.55% |
| Undiscovered Managers Behavioral Val I | |||
| CSEYX | 21.15 | -0.12 | -0.56% |
| Columbia Select Global Equity Inst3 | |||
| QUERX | 21.54 | -0.13 | -0.60% |
| AQR Large Cap Defensive Style R6 | |||
| FCGYX | 20.20 | -0.13 | -0.64% |
| NYLI PineStone Global Equity Class C | |||