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JCPRX vs VSTSX
JCPRX vs VSTSX Comparison
Open Charts JCPRX vs VSTSX
JPMorgan US Large Cap Core Plus R5
Price$21.33
Change-$0.40 (-1.84%)
VolumeN/A
Net Assets3.11B
Vanguard Total Stock Mkt Idx Instl Sel
Price$275.67
Change-$5.17 (-1.84%)
VolumeN/A
Net Assets1.84T
JCPRX vs VSTSX Comparison Chart
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JCPRX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. JCPRX (3.11B). VSTSX pays higher dividends than JCPRX: VSTSX (1.36) vs JCPRX (0.15). JCPRX was incepted earlier than VSTSX: JCPRX (19 years) vs VSTSX (9 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 : 15.07 vs. JCPRX (11.83). VSTSX return over 5 years is better than : 85.40 vs. JCPRX (-6.59).
| JCPRX | VSTSX | JCPRX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 1.164 | 1.131 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| 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 | 15.07 | 79% |
| Returns for 3 years | -0.91 | 34.86 | -3% |
| Returns for 5 years | -6.59 | 85.40 | -8% |
| Returns for 10 years | -27.62 | N/A | - |
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