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JCPRX vs VTSAX
JCPRX vs VTSAX Comparison
Open Charts JCPRX vs VTSAX
JPMorgan US Large Cap Core Plus R5
Price$21.33
Change-$0.40 (-1.84%)
VolumeN/A
Net Assets3.11B
Vanguard Total Stock Mkt Idx Adm
Price$139.99
Change-$2.62 (-1.84%)
VolumeN/A
Net Assets1.84T
JCPRX vs VTSAX Comparison Chart
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JCPRX vs. VTSAX commentary
Mar 04, 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: 1.84T vs. JCPRX (3.11B). VTSAX pays higher dividends than JCPRX: VTSAX (1.35) vs JCPRX (0.15). JCPRX was incepted earlier than VTSAX: JCPRX (19 years) vs VTSAX (24 years). JCPRX is a more actively managed with annual turnover of: 99.00 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 : 15.96 vs. JCPRX (11.83). VTSAX return over 5 years is better than : 95.73 vs. JCPRX (-6.59).
| JCPRX | VTSAX | JCPRX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 1.164 | 1.120 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.11B | 1.84T | 0% |
| Annual Yield % from dividends | 0.15 | 1.35 | 11% |
| Returns for 1 year | 11.83 | 15.96 | 74% |
| Returns for 3 years | -0.91 | 34.96 | -3% |
| Returns for 5 years | -6.59 | 95.73 | -7% |
| Returns for 10 years | -27.62 | 178.70 | -15% |
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