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JCPRX vs VTSMX
JCPRX vs VTSMX Comparison
Open Charts JCPRX vs VTSMX
JPMorgan US Large Cap Core Plus R5
Price$24.59
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets3.53B
Vanguard Total Stock Mkt Idx I
Price$164.01
Change+$0.25 (+0.15%)
VolumeN/A
Net Assets2.06T
JCPRX vs VTSMX Comparison Chart in %
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JCPRX vs. VTSMX commentary
Dec 06, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JCPRX (3.53B). VTSMX pays higher dividends than JCPRX: VTSMX (1.02) vs JCPRX (0.04). JCPRX was incepted earlier than VTSMX: JCPRX (20 years) vs VTSMX (34 years). JCPRX (1.61) is less costly to investors than VTSMX (0.14). JCPRX has a lower initial minimum investment than VTSMX: JCPRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.53 vs. JCPRX (2.76). VTSMX return over 5 years is better than : 76.72 vs. JCPRX (-19.34).
| JCPRX | VTSMX | JCPRX / VTSMX | |
| Total Expense Ratio | 1.51 | 0.14 | 1,079% |
| Annual Report Gross Expense Ratio | 1.61 | 0.14 | 1,150% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 14.479 | 16.390 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 2.06T | 0% |
| Annual Yield % from dividends | 0.04 | 1.02 | 4% |
| Returns for 1 year | 2.76 | 11.53 | 24% |
| Returns for 3 years | 19.70 | 69.00 | 29% |
| Returns for 5 years | -19.34 | 76.72 | -25% |
| Returns for 10 years | -16.65 | 228.23 | -7% |
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