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JCPRX vs VTSMX
JCPRX vs VTSMX Comparison
Open Charts JCPRX vs VTSMX
JPMorgan US Large Cap Core Plus R5
Price$23.72
Change-$0.23 (-0.96%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
JCPRX vs VTSMX Comparison Chart in %
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JCPRX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. JCPRX (3.45B). VTSMX pays higher dividends than JCPRX: VTSMX (1.02) vs JCPRX (0.04). JCPRX was incepted earlier than VTSMX: JCPRX (20 years) vs VTSMX (34 years). JCPRX (1.61) is less costly to investors than VTSMX (0.14). JCPRX is a more actively managed with annual turnover of: 100.00 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 : 12.09 vs. JCPRX (2.64). VTSMX return over 5 years is better than : 77.91 vs. JCPRX (-20.40).
| 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 | 20 years | 34 years | - |
| Gain YTD | 10.428 | 12.736 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 2.05T | 0% |
| Annual Yield % from dividends | 0.04 | 1.02 | 4% |
| Returns for 1 year | 2.64 | 12.09 | 22% |
| Returns for 3 years | 17.47 | 64.98 | 27% |
| Returns for 5 years | -20.40 | 77.91 | -26% |
| Returns for 10 years | -19.73 | 215.97 | -9% |
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