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JCPRX vs VTSMX
JCPRX vs VTSMX Comparison
Open Charts JCPRX vs VTSMX
JPMorgan US Large Cap Core Plus R5
Price$20.47
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets3B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
JCPRX vs VTSMX Comparison Chart
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JCPRX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JCPRX (3B). VTSMX pays higher dividends than JCPRX: VTSMX (1.26) vs JCPRX (0.05). JCPRX was incepted earlier than VTSMX: JCPRX (19 years) vs VTSMX (33 years). JCPRX (1.61) is less costly to investors than VTSMX (0.14). JCPRX is a more actively managed with annual turnover of: 109.00 vs. VTSMX (2.00). JCPRX has a lower initial minimum investment than VTSMX: JCPRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. JCPRX (0.84). VTSMX return over 5 years is better than : 87.92 vs. JCPRX (-13.11).
| JCPRX | VTSMX | JCPRX / VTSMX | |
| Total Expense Ratio | 1.51 | 0.14 | 1,079% |
| Annual Report Gross Expense Ratio | 1.61 | 0.14 | 1,150% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | -4.935 | -4.660 | 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 | 1.26 | 4% |
| Returns for 1 year | 0.84 | 7.85 | 11% |
| Returns for 3 years | 4.32 | 39.37 | 11% |
| Returns for 5 years | -13.11 | 87.92 | -15% |
| Returns for 10 years | -31.35 | 162.78 | -19% |
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