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$23.52
Change-$0.16 (-0.68%)
VolumeN/A
Net Assets3.46B
Vanguard Total Stock Mkt Idx Adm
Price$154.83
Change-$0.98 (-0.63%)
VolumeN/A
Net Assets1.91T
JCPRX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JCPRX vs. VTSAX commentary
Sep 01, 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: 1.91T vs. JCPRX (3.46B). VTSAX pays higher dividends than JCPRX: VTSAX (1.16) 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 : 15.49 vs. JCPRX (8.29). VTSAX return over 5 years is better than : 79.74 vs. JCPRX (-18.82).
| 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 | 9.497 | 9.836 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.91T | 0% |
| Annual Yield % from dividends | 0.04 | 1.16 | 3% |
| Returns for 1 year | 8.29 | 15.49 | 53% |
| Returns for 3 years | 17.40 | 59.50 | 29% |
| Returns for 5 years | -18.82 | 79.74 | -24% |
| Returns for 10 years | -13.80 | 232.97 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| UBVFX | 88.31 | -0.06 | -0.07% |
| Undiscovered Managers Behavioral Val R6 | |||
| NWALX | 37.04 | -0.03 | -0.08% |
| Nationwide BNY Mellon Dyn US Eq Inc A | |||
| NRILX | 15.30 | -0.10 | -0.65% |
| Neuberger Berman International Sel R6 | |||
| MTERX | 59.11 | -0.70 | -1.17% |
| MFS Technology R2 | |||
| STPIX | 28.97 | -0.37 | -1.26% |
| Saratoga Technology & Comm I | |||