Ad is loading...
JCBSX vs VCAIX
JCBSX vs VCAIX Comparison
Open Charts JCBSX vs VCAIX
JPMorgan California Tax Free Bond R6
Price$10.16
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
Vanguard CA Interm-Term Tax-Exempt I
Price$11.54
Change+$0.01 (+0.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JCBSX vs VCAIX Comparison Chart
Loading...
JCBSX vs. VCAIX commentary
Sep 21, 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: 15.8B vs. JCBSX (324M). 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 : 6.74 vs. VCAIX (4.53). JCBSX return over 5 years is better than : 3.59 vs. VCAIX (-3.94).
| 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 | 2.401 | 0.523 | 459% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 15.8B | 2% |
| Annual Yield % from dividends | 2.76 | 2.58 | 107% |
| Returns for 1 year | 6.74 | 4.53 | 149% |
| Returns for 3 years | -1.70 | -5.92 | 29% |
| Returns for 5 years | 3.59 | -3.94 | -91% |
| Returns for 10 years | N/A | -1.00 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CDAZX | 7.48 | 0.01 | +0.13% |
| Multi-Manager Directional Alt Strat Inst | |||
| NBRCX | 26.28 | -0.05 | -0.19% |
| Neuberger Berman M/C Intrinsic Val C | |||
| MEURX | 26.02 | -0.07 | -0.27% |
| Franklin Mutual International Value Z | |||
| CISGX | 16.14 | -0.05 | -0.31% |
| Touchstone Sands Capital Select Gr Instl | |||
| MRSIX | 25.31 | -0.17 | -0.67% |
| MFS Research International I | |||