Interact to see
Advertisement
Advertisement
JCPRX vs VTSAX
JCPRX vs VTSAX Comparison
Open Charts JCPRX vs VTSAX
JPMorgan US Large Cap Core Plus R5
Price$21.62
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets3.2B
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
JCPRX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JCPRX vs. VTSAX commentary
Jun 07, 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: 1.82T vs. JCPRX (3.2B). VTSAX pays higher dividends than JCPRX: VTSAX (1.28) 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 : 11.40 vs. JCPRX (3.44). VTSAX return over 5 years is better than : 81.77 vs. JCPRX (-14.64).
| 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 | 0.745 | 1.287 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 1.82T | 0% |
| Annual Yield % from dividends | 0.04 | 1.28 | 3% |
| Returns for 1 year | 3.44 | 11.40 | 30% |
| Returns for 3 years | 5.29 | 42.45 | 12% |
| Returns for 5 years | -14.64 | 81.77 | -18% |
| Returns for 10 years | -27.49 | 181.81 | -15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers