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JCPRX vs VITSX
JCPRX vs VITSX Comparison
Open Charts JCPRX vs VITSX
JPMorgan US Large Cap Core Plus R5
Price$21.33
Change-$0.40 (-1.84%)
VolumeN/A
Net Assets3.11B
Vanguard Total Stock Market Idx I
Price$140.01
Change-$2.63 (-1.84%)
VolumeN/A
Net Assets1.84T
JCPRX vs VITSX Comparison Chart
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JCPRX vs. VITSX commentary
Mar 04, 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 JCPRX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. JCPRX (3.11B). VITSX pays higher dividends than JCPRX: VITSX (1.36) vs JCPRX (0.15). JCPRX was incepted earlier than VITSX: JCPRX (19 years) vs VITSX (28 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 : 15.97 vs. JCPRX (11.83). VITSX return over 5 years is better than : 95.75 vs. JCPRX (-6.59).
| JCPRX | VITSX | JCPRX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 1.164 | 1.127 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.11B | 1.84T | 0% |
| Annual Yield % from dividends | 0.15 | 1.36 | 11% |
| Returns for 1 year | 11.83 | 15.97 | 74% |
| Returns for 3 years | -0.91 | 34.96 | -3% |
| Returns for 5 years | -6.59 | 95.75 | -7% |
| Returns for 10 years | -27.62 | 178.71 | -15% |
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