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JCPRX vs VTSAX
JCPRX vs VTSAX Comparison
Open Charts JCPRX vs VTSAX
JPMorgan US Large Cap Core Plus R5
Price$22.15
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets3.1B
Vanguard Total Stock Mkt Idx Adm
Price$145.39
Change-$0.74 (-0.51%)
VolumeN/A
Net Assets1.78T
JCPRX vs VTSAX Comparison Chart
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JCPRX vs. VTSAX commentary
Feb 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. JCPRX (3.1B). 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 : 24.49 vs. JCPRX (21.56). VTSAX return over 5 years is better than : 83.08 vs. JCPRX (-11.48).
| 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 | 3.119 | 2.992 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.1B | 1.78T | 0% |
| Annual Yield % from dividends | 0.15 | 1.35 | 11% |
| Returns for 1 year | 21.56 | 24.49 | 88% |
| Returns for 3 years | -2.92 | 31.85 | -9% |
| Returns for 5 years | -11.48 | 83.08 | -14% |
| Returns for 10 years | -21.77 | 197.28 | -11% |
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