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JCPRX vs VTSMX
JCPRX vs VTSMX Comparison
Open Charts JCPRX vs VTSMX
JPMorgan US Large Cap Core Plus R5
Price$22.13
Change-$0.08 (-0.36%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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JCPRX vs VTSMX Comparison Chart
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JCPRX vs. VTSMX commentary
Sep 21, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JCPRX (2.56B). VTSMX pays higher dividends than JCPRX: VTSMX (1.26) vs JCPRX (0.15). JCPRX was incepted earlier than VTSMX: JCPRX (18 years) vs VTSMX (32 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 : 31.53 vs. JCPRX (19.55). VTSMX return over 5 years is better than : 85.64 vs. JCPRX (-9.60).
| JCPRX | VTSMX | JCPRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | 23.247 | 18.617 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.72T | 0% |
| Annual Yield % from dividends | 0.15 | 1.26 | 12% |
| Returns for 1 year | 19.55 | 31.53 | 62% |
| Returns for 3 years | -23.72 | 25.35 | -94% |
| Returns for 5 years | -9.60 | 85.64 | -11% |
| Returns for 10 years | -27.58 | 187.59 | -15% |
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