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JCPRX vs VTSAX
JCPRX vs VTSAX Comparison
Open Charts JCPRX vs VTSAX
JPMorgan US Large Cap Core Plus R5
Price$23.72
Change-$0.23 (-0.96%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx Adm
Price$157.80
Change-$1.10 (-0.69%)
VolumeN/A
Net Assets2.05T
JCPRX vs VTSAX Comparison Chart in %
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JCPRX vs. VTSAX commentary
Nov 20, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. JCPRX (3.45B). VTSAX pays higher dividends than JCPRX: VTSAX (1.11) vs JCPRX (0.04). JCPRX was incepted earlier than VTSAX: JCPRX (20 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: 100.00 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 : 12.10 vs. JCPRX (2.64). VTSAX return over 5 years is better than : 77.92 vs. JCPRX (-20.40).
| 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 | 20 years | 25 years | - |
| Gain YTD | 10.428 | 12.746 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 2.05T | 0% |
| Annual Yield % from dividends | 0.04 | 1.11 | 3% |
| Returns for 1 year | 2.64 | 12.10 | 22% |
| Returns for 3 years | 17.47 | 65.02 | 27% |
| Returns for 5 years | -20.40 | 77.92 | -26% |
| Returns for 10 years | -19.73 | 216.64 | -9% |