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JCPRX vs VTSAX
JCPRX vs VTSAX Comparison
Open Charts JCPRX vs VTSAX
JPMorgan US Large Cap Core Plus R5
Price$24.14
Change-$0.41 (-1.67%)
VolumeN/A
Net Assets3.53B
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
JCPRX vs VTSAX Comparison Chart in %
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JCPRX vs. VTSAX commentary
Nov 14, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. JCPRX (3.53B). VTSAX pays higher dividends than JCPRX: VTSAX (1.11) vs JCPRX (0.04). JCPRX was incepted earlier than VTSAX: JCPRX (20 years) vs VTSAX (25 years). JCPRX (1.61) is less costly to investors than VTSAX (0.04). JCPRX has a lower initial minimum investment than VTSAX: JCPRX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.52 vs. JCPRX (2.51). VTSAX return over 5 years is better than : 80.80 vs. JCPRX (-19.31).
| JCPRX | VTSAX | JCPRX / VTSAX | |
| Total Expense Ratio | 1.51 | 0.04 | 3,775% |
| Annual Report Gross Expense Ratio | 1.61 | 0.04 | 4,025% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 12.384 | 13.952 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 2.05T | 0% |
| Annual Yield % from dividends | 0.04 | 1.11 | 3% |
| Returns for 1 year | 2.51 | 11.52 | 22% |
| Returns for 3 years | 20.08 | 66.89 | 30% |
| Returns for 5 years | -19.31 | 80.80 | -24% |
| Returns for 10 years | -16.96 | 225.71 | -8% |
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