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JCPRX vs VTSMX
JCPRX vs VTSMX Comparison
Open Charts JCPRX vs VTSMX
JPMorgan US Large Cap Core Plus R5
Price$23.52
Change-$0.16 (-0.68%)
VolumeN/A
Net Assets3.46B
Vanguard Total Stock Mkt Idx I
Price$154.79
Change-$0.98 (-0.63%)
VolumeN/A
Net Assets1.91T
JCPRX vs VTSMX Comparison Chart in %
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JCPRX vs. VTSMX commentary
Sep 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JCPRX (3.46B). VTSMX pays higher dividends than JCPRX: VTSMX (1.07) 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 : 15.49 vs. JCPRX (8.29). VTSMX return over 5 years is better than : 79.73 vs. JCPRX (-18.82).
| 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 | 9.497 | 9.827 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.91T | 0% |
| Annual Yield % from dividends | 0.04 | 1.07 | 4% |
| Returns for 1 year | 8.29 | 15.49 | 54% |
| Returns for 3 years | 17.40 | 59.48 | 29% |
| Returns for 5 years | -18.82 | 79.73 | -24% |
| Returns for 10 years | -13.80 | 232.22 | -6% |
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