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JCPRX vs VTSMX
JCPRX vs VTSMX Comparison
Open Charts JCPRX vs VTSMX
JPMorgan US Large Cap Core Plus R5
Price$23.56
Change-$0.05 (-0.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JCPRX vs VTSMX Comparison Chart
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JCPRX vs. VTSMX commentary
Nov 14, 2024
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. JCPRX (2.86B). VTSMX pays higher dividends than JCPRX: VTSMX (1.26) vs JCPRX (0.15). JCPRX was incepted earlier than VTSMX: JCPRX (19 years) vs VTSMX (33 years). JCPRX is a more actively managed with annual turnover of: 99.00 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 : 33.37 vs. JCPRX (26.49). VTSMX return over 5 years is better than : 87.43 vs. JCPRX (-6.33).
| JCPRX | VTSMX | JCPRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 33.541 | 24.862 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 1.73T | 0% |
| Annual Yield % from dividends | 0.15 | 1.26 | 12% |
| Returns for 1 year | 26.49 | 33.37 | 79% |
| Returns for 3 years | -23.57 | 22.80 | -103% |
| Returns for 5 years | -6.33 | 87.43 | -7% |
| Returns for 10 years | -22.18 | 193.39 | -11% |
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