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JCPRX vs VSTSX
JCPRX vs VSTSX Comparison
Open Charts JCPRX vs VSTSX
JPMorgan US Large Cap Core Plus R5
Price$23.40
Change+$0.04 (+0.17%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$284.30
Change+$1.52 (+0.54%)
VolumeN/A
CapitalizationN/A
JCPRX vs VSTSX Comparison Chart
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JCPRX vs. VSTSX commentary
Nov 25, 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. JCPRX (2.88B). VSTSX pays higher dividends than JCPRX: VSTSX (1.36) vs JCPRX (0.15). JCPRX was incepted earlier than VSTSX: JCPRX (19 years) vs VSTSX (8 years). JCPRX is a more actively managed with annual turnover of: 99.00 vs. VSTSX (2.00). JCPRX has a lower initial minimum investment than VSTSX: JCPRX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 31.91 vs. JCPRX (23.32). VSTSX return over 5 years is better than : 88.30 vs. JCPRX (-6.72).
| JCPRX | VSTSX | JCPRX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 32.353 | 25.123 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 1.73T | 0% |
| Annual Yield % from dividends | 0.15 | 1.36 | 11% |
| Returns for 1 year | 23.32 | 31.91 | 73% |
| Returns for 3 years | -24.13 | 23.80 | -101% |
| Returns for 5 years | -6.72 | 88.30 | -8% |
| Returns for 10 years | -24.04 | N/A | - |
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