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JCPRX vs VTSAX
JCPRX vs VTSAX Comparison
Open Charts JCPRX vs VTSAX
JPMorgan US Large Cap Core Plus R5
Price$19.41
Change+$0.30 (+1.57%)
VolumeN/A
Net Assets2.79B
Vanguard Total Stock Mkt Idx Adm
Price$127.49
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
JCPRX vs VTSAX Comparison Chart
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JCPRX vs. VTSAX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. JCPRX (2.79B). VTSAX pays higher dividends than JCPRX: VTSAX (1.35) vs JCPRX (0.05). JCPRX was incepted earlier than VTSAX: JCPRX (19 years) vs VTSAX (24 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 : 0.31 vs. JCPRX (-4.69). VTSAX return over 5 years is better than : 85.36 vs. JCPRX (-12.10).
| 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 | 24 years | - |
| Gain YTD | -11.034 | -11.147 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 1.7T | 0% |
| Annual Yield % from dividends | 0.05 | 1.35 | 3% |
| Returns for 1 year | -4.69 | 0.31 | -1,510% |
| Returns for 3 years | -12.90 | 17.02 | -76% |
| Returns for 5 years | -12.10 | 85.36 | -14% |
| Returns for 10 years | -35.56 | 145.82 | -24% |
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