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JCBSX vs VCAIX
JCBSX vs VCAIX Comparison
Open Charts JCBSX vs VCAIX
JPMorgan California Tax Free Bond R6
Price$9.77
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets388.11M
Vanguard CA Interm-Term Tax-Exempt I
Price$11.15
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets15.79B
JCBSX vs VCAIX Comparison Chart
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JCBSX vs. VCAIX commentary
May 25, 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: 15.8B vs. JCBSX (388M). JCBSX pays higher dividends than VCAIX: JCBSX (3.26) vs VCAIX (2.92). 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 : 1.37 vs. VCAIX (-0.71). JCBSX return over 5 years is better than : -0.90 vs. VCAIX (-8.05).
| 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 | -0.914 | -1.762 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 15.8B | 2% |
| Annual Yield % from dividends | 3.26 | 2.92 | 112% |
| Returns for 1 year | 1.37 | -0.71 | -193% |
| Returns for 3 years | 5.96 | 0.65 | 917% |
| Returns for 5 years | -0.90 | -8.05 | 11% |
| Returns for 10 years | N/A | -4.00 | - |
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