Interact to see
Advertisement
Advertisement
JCPRX vs VTSMX
JCPRX vs VTSMX Comparison
Open Charts JCPRX vs VTSMX
JPMorgan US Large Cap Core Plus R5
Price$24.14
Change-$0.41 (-1.67%)
VolumeN/A
Net Assets3.53B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
JCPRX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JCPRX vs. VTSMX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T 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 : 13.42 vs. JCPRX (2.51). VTSMX return over 5 years is better than : 83.98 vs. JCPRX (-19.31).
| 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 | 12.384 | 15.972 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 2.05T | 0% |
| Annual Yield % from dividends | 0.04 | 1.02 | 4% |
| Returns for 1 year | 2.51 | 13.42 | 19% |
| Returns for 3 years | 20.08 | 68.22 | 29% |
| Returns for 5 years | -19.31 | 83.98 | -23% |
| Returns for 10 years | -16.96 | 235.40 | -7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SGLYX | 11.39 | -0.04 | -0.35% |
| SEI Global Managed Volatility Y (SIMT) | |||
| ESISX | 17.33 | -0.09 | -0.52% |
| Parametric International Equity R6 | |||
| RGSCX | 22.16 | -0.22 | -0.98% |
| Virtus KAR Global Small-Cap C | |||
| MWEFX | 47.88 | -0.51 | -1.05% |
| MFS Global Equity A | |||
| JNGTX | 77.11 | -2.35 | -2.96% |
| Janus Henderson Glb Tech and Innovt D | |||