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JICAX vs VSMPX
JICAX vs VSMPX Comparison
Open Charts JICAX vs VSMPX
JPMorgan US Sustainable Leaders A
Price$75.27
Change-$0.21 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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JICAX vs VSMPX Comparison Chart
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JICAX vs. VSMPX commentary
Sep 21, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. JICAX (232M). VSMPX pays higher dividends than JICAX: VSMPX (1.36) vs JICAX (0.69). JICAX was incepted earlier than VSMPX: JICAX (20 years) vs VSMPX (9 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 : 30.81 vs. VSMPX (25.90). VSMPX (83.02) and JICAX (79.48) 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 | 9 years | - |
| Gain YTD | 20.367 | 16.929 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 1.72T | 0% |
| Annual Yield % from dividends | 0.69 | 1.36 | 51% |
| Returns for 1 year | 30.81 | 25.90 | 119% |
| Returns for 3 years | 21.71 | 21.36 | 102% |
| Returns for 5 years | 79.48 | 83.02 | 96% |
| Returns for 10 years | 137.04 | N/A | - |
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