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JCPRX vs VTSAX
JCPRX vs VTSAX Comparison
Open Charts JCPRX vs VTSAX
JPMorgan US Large Cap Core Plus R5
Price$23.85
Change-$0.16 (-0.67%)
VolumeN/A
Net Assets3.5B
Vanguard Total Stock Mkt Idx Adm
Price$164.66
Change-$0.79 (-0.48%)
VolumeN/A
Net Assets2.06T
JCPRX vs VTSAX Comparison Chart in %
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JCPRX vs. VTSAX commentary
Feb 05, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. JCPRX (3.5B). VTSAX pays higher dividends than JCPRX: VTSAX (1.09) vs JCPRX (0.14). JCPRX was incepted earlier than VTSAX: JCPRX (20 years) vs VTSAX (25 years). JCPRX (1.54) is less costly to investors than VTSAX (0.04). JCPRX is a more actively managed with annual turnover of: 100.00 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 : 13.41 vs. JCPRX (8.57). VTSAX return over 5 years is better than : 66.46 vs. JCPRX (-3.89).
| JCPRX | VTSAX | JCPRX / VTSAX | |
| Total Expense Ratio | 1.44 | 0.04 | 3,600% |
| Annual Report Gross Expense Ratio | 1.54 | 0.04 | 3,850% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -0.501 | 0.895 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 2.06T | 0% |
| Annual Yield % from dividends | 0.14 | 1.09 | 13% |
| Returns for 1 year | 8.57 | 13.41 | 64% |
| Returns for 3 years | 48.15 | 63.25 | 76% |
| Returns for 5 years | -3.89 | 66.46 | -6% |
| Returns for 10 years | 2.61 | 269.14 | 1% |
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