Ad is loading...
JICAX vs VSTSX
JICAX vs VSTSX Comparison
Open Charts JICAX vs VSTSX
JPMorgan US Sustainable Leaders A
Price$75.27
Change-$0.21 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$269.69
Change-$0.67 (-0.25%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JICAX vs VSTSX Comparison Chart
Loading...
JICAX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. JICAX (232M). VSTSX pays higher dividends than JICAX: VSTSX (1.36) vs JICAX (0.69). JICAX was incepted earlier than VSTSX: JICAX (20 years) vs VSTSX (8 years). JICAX is a more actively managed with annual turnover of: 39.00 vs. VSTSX (2.00). JICAX has a lower initial minimum investment than VSTSX: JICAX (1000) vs VSTSX (5000000000). JICAX annual gain was more profitable for investors over the last year : 30.81 vs. VSTSX (25.91). VSTSX (83.06) and JICAX (79.48) have equivalent 5 years return.
| JICAX | VSTSX | JICAX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | 20.367 | 16.934 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 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 | 25.91 | 119% |
| Returns for 3 years | 21.71 | 21.39 | 102% |
| Returns for 5 years | 79.48 | 83.06 | 96% |
| Returns for 10 years | 137.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...