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JCBSX vs VCADX
JCBSX vs VCADX Comparison
Open Charts JCBSX vs VCADX
JPMorgan California Tax Free Bond R6
Price$10.02
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets416.83M
Vanguard CA Interm-Term Tax-Exempt Adm
Price$11.53
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets16.83B
JCBSX vs VCADX Comparison Chart in %
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JCBSX vs. VCADX commentary
Sep 18, 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 JCBSX is a Hold and VCADX is a Hold.
FUNDAMENTALS
Fundamentals
VCADX has more cash in the bank: 16.8B vs. JCBSX (417M). JCBSX pays higher dividends than VCADX: JCBSX (3.33) vs VCADX (3.05). JCBSX was incepted earlier than VCADX: JCBSX (7 years) vs VCADX (24 years). JCBSX (0.46) is less costly to investors than VCADX (0.09). JCBSX is a more actively managed with annual turnover of: 61.00 vs. VCADX (40.00). 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 : 1.82 vs. VCADX (-0.26). JCBSX return over 5 years is better than : 1.28 vs. VCADX (-6.15).
| JCBSX | VCADX | JCBSX / VCADX | |
| Total Expense Ratio | 0.35 | 0.09 | 389% |
| Annual Report Gross Expense Ratio | 0.46 | 0.09 | 511% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 2.708 | 1.410 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 50000 | 30,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 417M | 16.8B | 2% |
| Annual Yield % from dividends | 3.33 | 3.05 | 109% |
| Returns for 1 year | 1.82 | -0.26 | -699% |
| Returns for 3 years | 10.28 | 4.66 | 220% |
| Returns for 5 years | 1.28 | -6.15 | -21% |
| Returns for 10 years | N/A | -1.39 | - |
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