JCPRX
Price
$22.94
Change
+$0.19 (+0.84%)
Updated
Jul 3 closing price
Net Assets
3.38B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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JCPRX vs VTSMX

Header iconJCPRX vs VTSMX Comparison
Open Charts JCPRX vs VTSMXBanner 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 I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JCPRX vs VTSMX Comparison Chart in %
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JCPRX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JCPRX (3.38B). VTSMX pays higher dividends than JCPRX: VTSMX (1.12) vs JCPRX (0.04). JCPRX was incepted earlier than VTSMX: JCPRX (19 years) vs VTSMX (33 years). JCPRX (1.61) is less costly to investors than VTSMX (0.14). JCPRX is a more actively managed with annual turnover of: 109.00 vs. VTSMX (2.00). 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 : 13.89 vs. JCPRX (6.40). VTSMX return over 5 years is better than : 95.59 vs. JCPRX (-9.72).
JCPRXVTSMXJCPRX / VTSMX
Total Expense Ratio1.510.141,079%
Annual Report Gross Expense Ratio1.610.141,150%
Fund Existence19 years33 years-
Gain YTD6.7976.421106%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.38B1.82T0%
Annual Yield % from dividends0.041.124%
Returns for 1 year6.4013.8946%
Returns for 3 years20.5162.0833%
Returns for 5 years-9.7295.59-10%
Returns for 10 years-22.52198.05-11%
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