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JCBSX vs VCAIX
JCBSX vs VCAIX Comparison
Open Charts JCBSX vs VCAIX
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 I
Price$11.53
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets16.83B
JCBSX vs VCAIX Comparison Chart in %
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JCBSX vs. VCAIX 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 VCAIX is a Hold.
FUNDAMENTALS
Fundamentals
VCAIX has more cash in the bank: 16.8B vs. JCBSX (417M). JCBSX pays higher dividends than VCAIX: JCBSX (3.33) vs VCAIX (2.98). JCBSX was incepted earlier than VCAIX: JCBSX (7 years) vs VCAIX (32 years). JCBSX (0.46) is less costly to investors than VCAIX (0.14). JCBSX is a more actively managed with annual turnover of: 61.00 vs. VCAIX (40.00). 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 : 1.82 vs. VCAIX (-0.26). JCBSX return over 5 years is better than : 1.28 vs. VCAIX (-6.16).
| JCBSX | VCAIX | JCBSX / VCAIX | |
| Total Expense Ratio | 0.35 | 0.14 | 250% |
| Annual Report Gross Expense Ratio | 0.46 | 0.14 | 329% |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | 2.708 | 1.410 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 417M | 16.8B | 2% |
| Annual Yield % from dividends | 3.33 | 2.98 | 111% |
| Returns for 1 year | 1.82 | -0.26 | -699% |
| Returns for 3 years | 10.28 | 4.65 | 221% |
| Returns for 5 years | 1.28 | -6.16 | -21% |
| Returns for 10 years | N/A | -1.41 | - |
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