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JICAX vs VSMPX
JICAX vs VSMPX Comparison
Open Charts JICAX vs VSMPX
JPMorgan US Sustainable Leaders A
Price$77.60
Change-$1.59 (-2.01%)
VolumeN/A
Net Assets241.69M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
JICAX vs VSMPX Comparison Chart
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JICAX vs. VSMPX commentary
Feb 23, 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 Buy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. JICAX (242M). 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 (18.14) and VSMPX (17.62) have marching annual gain over last year. JICAX (76.33) and VSMPX (74.89) 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 | 1.081 | 2.135 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 1.84T | 0% |
| Annual Yield % from dividends | 0.69 | 1.36 | 51% |
| Returns for 1 year | 18.14 | 17.62 | 103% |
| Returns for 3 years | 39.30 | 36.83 | 107% |
| Returns for 5 years | 76.33 | 74.89 | 102% |
| Returns for 10 years | 136.93 | N/A | - |