Interact to see
Advertisement
Advertisement
JLPZX vs VSMPX
JLPZX vs VSMPX Comparison
Open Charts JLPZX vs VSMPX
JPMorgan US Large Cap Core Plus R2
Price$17.27
Change-$0.20 (-1.14%)
VolumeN/A
Net Assets3.2B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
JLPZX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLPZX vs. VSMPX commentary
Jun 16, 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 JLPZX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. JLPZX (3.2B). VSMPX pays higher dividends than JLPZX: VSMPX (1.29) vs JLPZX (0.00). JLPZX was incepted earlier than VSMPX: JLPZX (17 years) vs VSMPX (10 years). JLPZX (2.28) is less costly to investors than VSMPX (0.02). JLPZX is a more actively managed with annual turnover of: 109.00 vs. VSMPX (2.00). JLPZX has a lower initial minimum investment than VSMPX: JLPZX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. JLPZX (0.99). VSMPX return over 5 years is better than : 91.46 vs. JLPZX (-24.41).
| JLPZX | VSMPX | JLPZX / VSMPX | |
| Total Expense Ratio | 2.16 | 0.02 | 10,800% |
| Annual Report Gross Expense Ratio | 2.28 | 0.02 | 11,400% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 0.641 | 1.374 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.29 | - |
| Returns for 1 year | 0.99 | 10.08 | 10% |
| Returns for 3 years | 5.30 | 57.66 | 9% |
| Returns for 5 years | -24.41 | 91.46 | -27% |
| Returns for 10 years | -42.27 | 170.67 | -25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement