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JCPRX vs VTSAX
JCPRX vs VTSAX Comparison
Open Charts JCPRX vs VTSAX
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.
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).
| 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 | 6.797 | 6.416 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 1.82T | 0% |
| Annual Yield % from dividends | 0.04 | 1.21 | 3% |
| Returns for 1 year | 6.40 | 13.89 | 46% |
| Returns for 3 years | 20.51 | 62.12 | 33% |
| Returns for 5 years | -9.72 | 95.62 | -10% |
| Returns for 10 years | -22.52 | 198.69 | -11% |
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