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JCPRX vs VTSMX
JCPRX vs VTSMX Comparison
Open Charts JCPRX vs VTSMX
JPMorgan US Large Cap Core Plus R5
Price$24.14
Change-$0.61 (-2.46%)
VolumeN/A
Net Assets3.46B
Vanguard Total Stock Mkt Idx I
Price$165.34
Change+$0.49 (+0.30%)
VolumeN/A
Net Assets2.06T
JCPRX vs VTSMX Comparison Chart in %
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JCPRX vs. VTSMX commentary
Dec 13, 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 (3.46B). 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 : 12.68 vs. JCPRX (1.56). VTSMX return over 5 years is better than : 79.30 vs. JCPRX (3.60).
| 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 | 17.334 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 2.06T | 0% |
| Annual Yield % from dividends | 0.04 | 1.02 | 4% |
| Returns for 1 year | 1.56 | 12.68 | 12% |
| Returns for 3 years | 17.63 | 70.77 | 25% |
| Returns for 5 years | 3.60 | 79.30 | 5% |
| Returns for 10 years | -7.75 | 240.48 | -3% |
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