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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-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard CA Interm-Term Tax-Exempt I
Price$11.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JCBSX vs VCAIX Comparison Chart
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JCBSX vs. VCAIX commentary
Nov 14, 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 VCAIX is a Hold.
FUNDAMENTALS
Fundamentals
VCAIX has more cash in the bank: 16B vs. JCBSX (372M). JCBSX pays higher dividends than VCAIX: JCBSX (2.76) vs VCAIX (2.58). JCBSX was incepted earlier than VCAIX: JCBSX (6 years) vs VCAIX (31 years). VCAIX is a more actively managed with annual turnover of: 46.00 vs. JCBSX (25.00). 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 : 5.43 vs. VCAIX (3.26). JCBSX return over 5 years is better than : 2.59 vs. VCAIX (-5.03).
| JCBSX | VCAIX | JCBSX / VCAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 31 years | - |
| Gain YTD | 1.512 | -0.784 | -193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 16B | 2% |
| Annual Yield % from dividends | 2.76 | 2.58 | 107% |
| Returns for 1 year | 5.43 | 3.26 | 166% |
| Returns for 3 years | -2.09 | -6.53 | 32% |
| Returns for 5 years | 2.59 | -5.03 | -51% |
| Returns for 10 years | N/A | -2.45 | - |
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