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JLPYX vs VSMPX
JLPYX vs VSMPX Comparison
Open Charts JLPYX vs VSMPX
JPMorgan US Large Cap Core Plus R6
Price$22.94
Change+$0.20 (+0.88%)
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
JLPYX vs VSMPX Comparison Chart in %
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JLPYX vs. VSMPX commentary
Jul 06, 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: 1.82T vs. JLPYX (3.38B). 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 : 13.90 vs. JLPYX (6.50). VSMPX return over 5 years is better than : 95.69 vs. JLPYX (-9.42).
| 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 | 6.847 | 6.426 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.82T | 0% |
| Annual Yield % from dividends | 0.12 | 1.22 | 10% |
| Returns for 1 year | 6.50 | 13.90 | 47% |
| Returns for 3 years | 20.79 | 62.17 | 33% |
| Returns for 5 years | -9.42 | 95.69 | -10% |
| Returns for 10 years | N/A | 189.21 | - |
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