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JCBSX vs VCAIX
JCBSX vs VCAIX Comparison
Open Charts JCBSX vs VCAIX
JPMorgan California Tax Free Bond R6
Price$9.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets390.98M
Vanguard CA Interm-Term Tax-Exempt I
Price$11.19
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets16.01B
JCBSX vs VCAIX Comparison Chart
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JCBSX vs. VCAIX commentary
Jun 16, 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: 16B vs. JCBSX (391M). JCBSX pays higher dividends than VCAIX: JCBSX (3.28) 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). 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 : 0.89 vs. VCAIX (-1.32). JCBSX return over 5 years is better than : -0.85 vs. VCAIX (-8.02).
| 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 | -0.427 | -1.410 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 16B | 2% |
| Annual Yield % from dividends | 3.28 | 2.95 | 111% |
| Returns for 1 year | 0.89 | -1.32 | -67% |
| Returns for 3 years | 6.80 | 1.74 | 390% |
| Returns for 5 years | -0.85 | -8.02 | 11% |
| Returns for 10 years | N/A | -3.57 | - |
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