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JCPRX vs VSTSX
JCPRX vs VSTSX Comparison
Open Charts JCPRX vs VSTSX
JPMorgan US Large Cap Core Plus R5
Price$22.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$284.94
Change+$0.08 (+0.03%)
VolumeN/A
CapitalizationN/A
JCPRX vs VSTSX Comparison Chart
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JCPRX vs. VSTSX commentary
Dec 27, 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: 1.84T vs. JCPRX (2.91B). 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 (25.76) and JCPRX (25.30) have marching annual gain over last year. VSTSX return over 5 years is better than : 81.79 vs. JCPRX (-11.25).
| 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 | 24.661 | 25.398 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91B | 1.84T | 0% |
| Annual Yield % from dividends | 0.15 | 1.36 | 11% |
| Returns for 1 year | 25.30 | 25.76 | 98% |
| Returns for 3 years | -8.94 | 24.36 | -37% |
| Returns for 5 years | -11.25 | 81.79 | -14% |
| Returns for 10 years | -24.57 | N/A | - |