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JCPRX vs VITSX
JCPRX vs VITSX Comparison
Open Charts JCPRX vs VITSX
JPMorgan US Large Cap Core Plus R5
Price$22.13
Change-$0.08 (-0.36%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$136.99
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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JCPRX vs VITSX Comparison Chart
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JCPRX vs. VITSX 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 JCPRX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. JCPRX (2.56B). VITSX pays higher dividends than JCPRX: VITSX (1.36) vs JCPRX (0.15). JCPRX was incepted earlier than VITSX: JCPRX (18 years) vs VITSX (27 years). JCPRX is a more actively managed with annual turnover of: 99.00 vs. VITSX (2.00). JCPRX has a lower initial minimum investment than VITSX: JCPRX (0) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 25.89 vs. JCPRX (19.55). VITSX return over 5 years is better than : 82.97 vs. JCPRX (-9.60).
| JCPRX | VITSX | JCPRX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 23.247 | 16.918 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.15 | 1.36 | 11% |
| Returns for 1 year | 19.55 | 25.89 | 76% |
| Returns for 3 years | -23.72 | 21.34 | -111% |
| Returns for 5 years | -9.60 | 82.97 | -12% |
| Returns for 10 years | -27.58 | 179.72 | -15% |
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