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$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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 19 years | 33 years | - |
| Gain YTD | 6.797 | 6.421 | 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 | 1.12 | 4% |
| Returns for 1 year | 6.40 | 13.89 | 46% |
| Returns for 3 years | 20.51 | 62.08 | 33% |
| Returns for 5 years | -9.72 | 95.59 | -10% |
| Returns for 10 years | -22.52 | 198.05 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement