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JCBSX vs VCAIX
JCBSX vs VCAIX Comparison
Open Charts JCBSX vs VCAIX
JPMorgan California Tax Free Bond R6
Price$9.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets391.99M
Vanguard CA Interm-Term Tax-Exempt I
Price$11.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.31B
JCBSX vs VCAIX Comparison Chart in %
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JCBSX vs. VCAIX commentary
Jul 08, 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: 16.3B vs. JCBSX (392M). JCBSX pays higher dividends than VCAIX: JCBSX (3.29) vs VCAIX (2.95). 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). 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 : 1.23 vs. VCAIX (-0.71). JCBSX return over 5 years is better than : -0.69 vs. VCAIX (-7.76).
| 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 | -0.033 | -0.969 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 16.3B | 2% |
| Annual Yield % from dividends | 3.29 | 2.95 | 111% |
| Returns for 1 year | 1.23 | -0.71 | -174% |
| Returns for 3 years | 5.62 | 0.29 | 1,955% |
| Returns for 5 years | -0.69 | -7.76 | 9% |
| Returns for 10 years | N/A | -3.14 | - |
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