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JCPRX vs VTSAX
JCPRX vs VTSAX Comparison
Open Charts JCPRX vs VTSAX
JPMorgan US Large Cap Core Plus R5
Price$20.47
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets3B
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
JCPRX vs VTSAX Comparison Chart
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JCPRX vs. VTSAX commentary
May 09, 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: 1.72T vs. JCPRX (3B). VTSAX pays higher dividends than JCPRX: VTSAX (1.36) vs JCPRX (0.05). 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 : 7.85 vs. JCPRX (0.84). VTSAX return over 5 years is better than : 87.93 vs. JCPRX (-13.11).
| 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 | -4.935 | -4.657 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3B | 1.72T | 0% |
| Annual Yield % from dividends | 0.05 | 1.36 | 3% |
| Returns for 1 year | 0.84 | 7.85 | 11% |
| Returns for 3 years | 4.32 | 39.39 | 11% |
| Returns for 5 years | -13.11 | 87.93 | -15% |
| Returns for 10 years | -31.35 | 163.37 | -19% |
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