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JCBSX vs VCAIX
JCBSX vs VCAIX Comparison
Open Charts JCBSX vs VCAIX
JPMorgan California Tax Free Bond R6
Price$9.78
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets379.04M
Vanguard CA Interm-Term Tax-Exempt I
Price$11.18
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets16.19B
JCBSX vs VCAIX Comparison Chart
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JCBSX vs. VCAIX commentary
May 01, 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 VCAIX is a Hold.
FUNDAMENTALS
Fundamentals
VCAIX has more cash in the bank: 16.2B vs. JCBSX (379M). JCBSX pays higher dividends than VCAIX: JCBSX (3.21) vs VCAIX (2.87). JCBSX was incepted earlier than VCAIX: JCBSX (7 years) vs VCAIX (31 years). JCBSX (0.47) is less costly to investors than VCAIX (0.14). VCAIX is a more actively managed with annual turnover of: 40.00 vs. JCBSX (36.00). VCAIX has a lower initial minimum investment than JCBSX: VCAIX (3000) vs JCBSX (15000000). JCBSX annual gain was more profitable for investors over the last year : 1.27 vs. VCAIX (-0.89). JCBSX return over 5 years is better than : 1.61 vs. VCAIX (-5.80).
| JCBSX | VCAIX | JCBSX / VCAIX | |
| Total Expense Ratio | 0.35 | 0.14 | 250% |
| Annual Report Gross Expense Ratio | 0.47 | 0.14 | 336% |
| Fund Existence | 7 years | 31 years | - |
| Gain YTD | -1.117 | -1.762 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 16.2B | 2% |
| Annual Yield % from dividends | 3.21 | 2.87 | 112% |
| Returns for 1 year | 1.27 | -0.89 | -143% |
| Returns for 3 years | -0.04 | 0.29 | -14% |
| Returns for 5 years | 1.61 | -5.80 | -28% |
| Returns for 10 years | N/A | -4.57 | - |
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