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JICAX vs VSMPX
JICAX vs VSMPX Comparison
Open Charts JICAX vs VSMPX
JPMorgan US Sustainable Leaders A
Price$65.69
Change-$4.01 (-5.75%)
VolumeN/A
Net Assets201.88M
Vanguard Total Stock Mkt Idx Instl Pls
Price$226.91
Change-$14.15 (-5.87%)
VolumeN/A
Net Assets1.81T
JICAX vs VSMPX Comparison Chart
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JICAX vs. VSMPX commentary
Apr 08, 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 JICAX is a StrongBuy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. JICAX (202M). VSMPX pays higher dividends than JICAX: VSMPX (1.37) vs JICAX (0.57). JICAX was incepted earlier than VSMPX: JICAX (20 years) vs VSMPX (10 years). JICAX (0.99) is less costly to investors than VSMPX (0.02). JICAX is a more actively managed with annual turnover of: 25.00 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 : -1.43 vs. VSMPX (-2.28). VSMPX return over 5 years is better than : 102.22 vs. JICAX (95.18).
| JICAX | VSMPX | JICAX / VSMPX | |
| Total Expense Ratio | 0.64 | 0.02 | 3,200% |
| Annual Report Gross Expense Ratio | 0.99 | 0.02 | 4,950% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | -14.433 | -14.210 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202M | 1.81T | 0% |
| Annual Yield % from dividends | 0.57 | 1.37 | 42% |
| Returns for 1 year | -1.43 | -2.28 | 63% |
| Returns for 3 years | 14.87 | 9.74 | 153% |
| Returns for 5 years | 95.18 | 102.22 | 93% |
| Returns for 10 years | 104.84 | N/A | - |