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JCPRX vs VSTSX
JCPRX vs VSTSX Comparison
Open Charts JCPRX vs VSTSX
JPMorgan US Large Cap Core Plus R5
Price$23.61
Change+$0.08 (+0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$284.26
Change+$1.25 (+0.44%)
VolumeN/A
CapitalizationN/A
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JCPRX vs VSTSX Comparison Chart
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JCPRX vs. VSTSX commentary
Nov 10, 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 Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. JCPRX (2.83B). 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 : 38.60 vs. JCPRX (30.54). VSTSX return over 5 years is better than : 89.54 vs. JCPRX (-5.17).
| 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 | 33.541 | 25.106 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 1.73T | 0% |
| Annual Yield % from dividends | 0.15 | 1.36 | 11% |
| Returns for 1 year | 30.54 | 38.60 | 79% |
| Returns for 3 years | -23.45 | 22.93 | -102% |
| Returns for 5 years | -5.17 | 89.54 | -6% |
| Returns for 10 years | -22.30 | N/A | - |
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