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JCPRX vs VTSAX
JCPRX vs VTSAX Comparison
Open Charts JCPRX vs VTSAX
JPMorgan US Large Cap Core Plus R5
Price$22.13
Change-$0.08 (-0.36%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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JCPRX vs VTSAX Comparison Chart
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JCPRX vs. VTSAX commentary
Sep 21, 2024
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 (2.56B). VTSAX pays higher dividends than JCPRX: VTSAX (1.35) vs JCPRX (0.15). JCPRX was incepted earlier than VTSAX: JCPRX (18 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 : 25.89 vs. JCPRX (19.55). VTSAX return over 5 years is better than : 82.99 vs. JCPRX (-9.60).
| JCPRX | VTSAX | JCPRX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 23.247 | 16.921 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.15 | 1.35 | 11% |
| Returns for 1 year | 19.55 | 25.89 | 76% |
| Returns for 3 years | -23.72 | 21.34 | -111% |
| Returns for 5 years | -9.60 | 82.99 | -12% |
| Returns for 10 years | -27.58 | 179.72 | -15% |