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JCPRX vs VTSMX
JCPRX vs VTSMX Comparison
Open Charts JCPRX vs VTSMX
JCPRX vs VTSMX Comparison Chart in %
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JCPRX vs. VTSMX commentary
Jul 14, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. JCPRX (3.7B). VTSMX pays higher dividends than JCPRX: VTSMX (0.99) vs JCPRX (0.13). JCPRX was incepted earlier than VTSMX: JCPRX (20 years) vs VTSMX (34 years). JCPRX (1.54) is less costly to investors than VTSMX (0.06). JCPRX is a more actively managed with annual turnover of: 100.00 vs. VTSMX (3.00). JCPRX (0) and VTSMX (0) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 21.46 vs. JCPRX (13.14). VTSMX return over 5 years is better than : 66.43 vs. JCPRX (-8.50).
| JCPRX | VTSMX | JCPRX / VTSMX | |
| Total Expense Ratio | 1.44 | 0.06 | 2,400% |
| Annual Report Gross Expense Ratio | 1.54 | 0.06 | 2,567% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 7.927 | 11.201 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 2.3T | 0% |
| Annual Yield % from dividends | 0.13 | 0.99 | 13% |
| Returns for 1 year | 13.14 | 21.46 | 61% |
| Returns for 3 years | 42.45 | 66.96 | 63% |
| Returns for 5 years | -8.50 | 66.43 | -13% |
| Returns for 10 years | -3.45 | 249.71 | -1% |
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