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JICAX vs VTSAX
JICAX vs VTSAX Comparison
Open Charts JICAX vs VTSAX
JPMorgan US Sustainable Leaders A
Price$82.56
Change+$0.99 (+1.21%)
VolumeN/A
Net Assets277.28M
Vanguard Total Stock Mkt Idx Adm
Price$153.90
Change+$1.92 (+1.26%)
VolumeN/A
Net Assets1.91T
JICAX vs VTSAX Comparison Chart in %
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JICAX vs. VTSAX commentary
Aug 13, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. JICAX (277M). VTSAX pays higher dividends than JICAX: VTSAX (1.18) vs JICAX (0.51). JICAX was incepted earlier than VTSAX: JICAX (20 years) vs VTSAX (25 years). JICAX (0.99) is less costly to investors than VTSAX (0.04). JICAX is a more actively managed with annual turnover of: 25.00 vs. VTSAX (2.00). JICAX has a lower initial minimum investment than VTSAX: JICAX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 18.97 vs. JICAX (16.39). VTSAX (83.28) and JICAX (80.11) have equivalent 5 years return.
| JICAX | VTSAX | JICAX / VTSAX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.99 | 0.04 | 2,475% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 6.252 | 7.814 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 1.91T | 0% |
| Annual Yield % from dividends | 0.51 | 1.18 | 43% |
| Returns for 1 year | 16.39 | 18.97 | 86% |
| Returns for 3 years | 48.01 | 45.66 | 105% |
| Returns for 5 years | 80.11 | 83.28 | 96% |
| Returns for 10 years | 151.90 | 200.08 | 76% |
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