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JCPRX vs VTSAX
JCPRX vs VTSAX Comparison
Open Charts JCPRX vs VTSAX
JPMorgan US Large Cap Core Plus R5
Price$24.03
Change+$0.12 (+0.50%)
VolumeN/A
Net Assets3.45B
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
JCPRX vs VTSAX Comparison Chart in %
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JCPRX vs. VTSAX commentary
Oct 19, 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: 2.02T vs. JCPRX (3.45B). VTSAX pays higher dividends than JCPRX: VTSAX (1.13) 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 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 : 13.81 vs. JCPRX (4.94). VTSAX return over 5 years is better than : 84.90 vs. JCPRX (-16.72).
| 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 | 19 years | 25 years | - |
| Gain YTD | 11.872 | 13.023 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 2.02T | 0% |
| Annual Yield % from dividends | 0.04 | 1.13 | 3% |
| Returns for 1 year | 4.94 | 13.81 | 36% |
| Returns for 3 years | 27.03 | 76.08 | 36% |
| Returns for 5 years | -16.72 | 84.90 | -20% |
| Returns for 10 years | -15.51 | 225.85 | -7% |
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