JCPRX
Price
$22.94
Change
+$0.19 (+0.84%)
Updated
Jul 3 closing price
Net Assets
3.38B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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JCPRX vs VTSAX

Header iconJCPRX vs VTSAX Comparison
Open Charts JCPRX vs VTSAXBanner chart's image
JPMorgan US Large Cap Core Plus R5
Price$22.94
Change+$0.19 (+0.84%)
VolumeN/A
Net Assets3.38B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JCPRX vs VTSAX Comparison Chart in %
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JCPRX vs. VTSAX commentary
Jul 07, 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 StrongBuy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. JCPRX (3.38B). VTSAX pays higher dividends than JCPRX: VTSAX (1.21) vs JCPRX (0.04). JCPRX was incepted earlier than VTSAX: JCPRX (19 years) vs VTSAX (25 years). JCPRX (1.61) is less costly to investors than VTSAX (0.04). JCPRX is a more actively managed with annual turnover of: 109.00 vs. VTSAX (2.00). 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 : 13.89 vs. JCPRX (6.40). VTSAX return over 5 years is better than : 95.62 vs. JCPRX (-9.72).
JCPRXVTSAXJCPRX / VTSAX
Total Expense Ratio1.510.043,775%
Annual Report Gross Expense Ratio1.610.044,025%
Fund Existence19 years25 years-
Gain YTD6.7976.416106%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.38B1.82T0%
Annual Yield % from dividends0.041.213%
Returns for 1 year6.4013.8946%
Returns for 3 years20.5162.1233%
Returns for 5 years-9.7295.62-10%
Returns for 10 years-22.52198.69-11%
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