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JCPRX vs VTSMX
JCPRX vs VTSMX Comparison
Open Charts JCPRX vs VTSMX
JPMorgan US Large Cap Core Plus R5
Price$24.11
Change-$0.13 (-0.54%)
VolumeN/A
Net Assets3.53B
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
JCPRX vs VTSMX Comparison Chart in %
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JCPRX vs. VTSMX commentary
Oct 08, 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: 2.02T vs. JCPRX (3.53B). VTSMX pays higher dividends than JCPRX: VTSMX (1.04) vs JCPRX (0.04). 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 : 18.34 vs. JCPRX (9.34). VTSMX return over 5 years is better than : 89.06 vs. JCPRX (-14.96).
| 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 | 12.849 | 14.389 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 2.02T | 0% |
| Annual Yield % from dividends | 0.04 | 1.04 | 4% |
| Returns for 1 year | 9.34 | 18.34 | 51% |
| Returns for 3 years | 29.51 | 82.05 | 36% |
| Returns for 5 years | -14.96 | 89.06 | -17% |
| Returns for 10 years | -14.03 | 231.08 | -6% |
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