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JICAX vs VSMPX
JICAX vs VSMPX Comparison
Open Charts JICAX vs VSMPX
JPMorgan US Sustainable Leaders A
Price$78.88
Change+$0.80 (+1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$271.40
Change+$2.92 (+1.09%)
VolumeN/A
CapitalizationN/A
JICAX vs VSMPX Comparison Chart
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JICAX vs. VSMPX commentary
Dec 25, 2024
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 JICAX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. JICAX (241M). VSMPX pays higher dividends than JICAX: VSMPX (1.36) vs JICAX (0.69). JICAX was incepted earlier than VSMPX: JICAX (20 years) vs VSMPX (10 years). JICAX is a more actively managed with annual turnover of: 39.00 vs. VSMPX (2.00). JICAX has a lower initial minimum investment than VSMPX: JICAX (1000) vs VSMPX (100000000). JICAX annual gain was more profitable for investors over the last year : 28.08 vs. VSMPX (24.76). JICAX (84.94) and VSMPX (81.16) have equivalent 5 years return.
| JICAX | VSMPX | JICAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 27.397 | 24.407 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 1.84T | 0% |
| Annual Yield % from dividends | 0.69 | 1.36 | 51% |
| Returns for 1 year | 28.08 | 24.76 | 113% |
| Returns for 3 years | 25.51 | 23.35 | 109% |
| Returns for 5 years | 84.94 | 81.16 | 105% |
| Returns for 10 years | 142.33 | N/A | - |
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