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JCBSX vs VCADX
JCBSX vs VCADX Comparison
Open Charts JCBSX vs VCADX
JPMorgan California Tax Free Bond R6
Price$10.15
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard CA Interm-Term Tax-Exempt Adm
Price$11.53
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JCBSX vs VCADX Comparison Chart
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JCBSX vs. VCADX commentary
Sep 21, 2024
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 JCBSX is a Hold and VCADX is a Hold.
FUNDAMENTALS
Fundamentals
VCADX has more cash in the bank: 15.8B vs. JCBSX (324M). JCBSX (2.76) and VCADX (2.66) have matching dividends . JCBSX was incepted earlier than VCADX: JCBSX (6 years) vs VCADX (23 years). VCADX is a more actively managed with annual turnover of: 46.00 vs. JCBSX (25.00). VCADX has a lower initial minimum investment than JCBSX: VCADX (50000) vs JCBSX (15000000). JCBSX annual gain was more profitable for investors over the last year : 6.74 vs. VCADX (4.53). JCBSX return over 5 years is better than : 3.59 vs. VCADX (-3.92).
| JCBSX | VCADX | JCBSX / VCADX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 2.401 | 0.523 | 459% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 50000 | 30,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 15.8B | 2% |
| Annual Yield % from dividends | 2.76 | 2.66 | 104% |
| Returns for 1 year | 6.74 | 4.53 | 149% |
| Returns for 3 years | -1.70 | -5.91 | 29% |
| Returns for 5 years | 3.59 | -3.92 | -91% |
| Returns for 10 years | N/A | -0.98 | - |
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