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JCPRX vs VTSAX
JCPRX vs VTSAX Comparison
Open Charts JCPRX vs VTSAX
JPMorgan US Large Cap Core Plus R5
Price$24.11
Change-$0.13 (-0.54%)
VolumeN/A
Net Assets3.53B
Vanguard Total Stock Mkt Idx Adm
Price$160.46
Change-$0.76 (-0.47%)
VolumeN/A
Net Assets2.02T
JCPRX vs VTSAX Comparison Chart in %
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JCPRX vs. VTSAX commentary
Oct 08, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. JCPRX (3.53B). VTSAX pays higher dividends than JCPRX: VTSAX (1.13) vs JCPRX (0.04). JCPRX was incepted earlier than VTSAX: JCPRX (19 years) vs VTSAX (25 years). JCPRX (1.61) is less costly to investors than VTSAX (0.04). JCPRX is a more actively managed with annual turnover of: 109.00 vs. VTSAX (2.00). JCPRX has a lower initial minimum investment than VTSAX: JCPRX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 18.35 vs. JCPRX (9.34). VTSAX return over 5 years is better than : 89.11 vs. JCPRX (-14.96).
| JCPRX | VTSAX | JCPRX / VTSAX | |
| Total Expense Ratio | 1.51 | 0.04 | 3,775% |
| Annual Report Gross Expense Ratio | 1.61 | 0.04 | 4,025% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 12.849 | 14.392 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 2.02T | 0% |
| Annual Yield % from dividends | 0.04 | 1.13 | 3% |
| Returns for 1 year | 9.34 | 18.35 | 51% |
| Returns for 3 years | 29.51 | 82.10 | 36% |
| Returns for 5 years | -14.96 | 89.11 | -17% |
| Returns for 10 years | -14.03 | 231.82 | -6% |
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