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JCPRX vs VITSX
JCPRX vs VITSX Comparison
Open Charts JCPRX vs VITSX
JPMorgan US Large Cap Core Plus R5
Price$22.03
Change+$0.20 (+0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$144.68
Change+$1.55 (+1.08%)
VolumeN/A
CapitalizationN/A
JCPRX vs VITSX Comparison Chart
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JCPRX vs. VITSX commentary
Dec 27, 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 StrongBuy and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. JCPRX (2.88B). VITSX pays higher dividends than JCPRX: VITSX (1.36) vs JCPRX (0.15). JCPRX was incepted earlier than VITSX: JCPRX (19 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 (25.73) and JCPRX (25.30) have marching annual gain over last year. VITSX return over 5 years is better than : 81.68 vs. JCPRX (-11.25).
| JCPRX | VITSX | JCPRX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 24.661 | 25.366 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 1.84T | 0% |
| Annual Yield % from dividends | 0.15 | 1.36 | 11% |
| Returns for 1 year | 25.30 | 25.73 | 98% |
| Returns for 3 years | -8.94 | 24.29 | -37% |
| Returns for 5 years | -11.25 | 81.68 | -14% |
| Returns for 10 years | -24.57 | 187.51 | -13% |
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