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JCPRX vs VSTSX
JCPRX vs VSTSX Comparison
Open Charts JCPRX vs VSTSX
JPMorgan US Large Cap Core Plus R5
Price$19.41
Change+$0.30 (+1.57%)
VolumeN/A
Net Assets2.79B
Vanguard Total Stock Mkt Idx Instl Sel
Price$251.05
Change+$4.37 (+1.77%)
VolumeN/A
Net Assets1.7T
JCPRX vs VSTSX Comparison Chart
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JCPRX vs. VSTSX commentary
Apr 12, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. JCPRX (2.79B). VSTSX pays higher dividends than JCPRX: VSTSX (1.37) vs JCPRX (0.05). JCPRX was incepted earlier than VSTSX: JCPRX (19 years) vs VSTSX (9 years). JCPRX (1.61) is less costly to investors than VSTSX (0.01). JCPRX is a more actively managed with annual turnover of: 109.00 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 : 0.33 vs. JCPRX (-4.69). VSTSX return over 5 years is better than : 85.48 vs. JCPRX (-12.10).
| JCPRX | VSTSX | JCPRX / VSTSX | |
| Total Expense Ratio | 1.51 | 0.01 | 15,100% |
| Annual Report Gross Expense Ratio | 1.61 | 0.01 | 16,100% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | -11.034 | -11.142 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 1.7T | 0% |
| Annual Yield % from dividends | 0.05 | 1.37 | 3% |
| Returns for 1 year | -4.69 | 0.33 | -1,434% |
| Returns for 3 years | -12.90 | 17.09 | -75% |
| Returns for 5 years | -12.10 | 85.48 | -14% |
| Returns for 10 years | -35.56 | N/A | - |
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