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JICAX vs VTSAX
JICAX vs VTSAX Comparison
Open Charts JICAX vs VTSAX
JPMorgan US Sustainable Leaders A
Price$78.88
Change+$0.80 (+1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.66
Change+$1.55 (+1.08%)
VolumeN/A
CapitalizationN/A
JICAX vs VTSAX Comparison Chart
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JICAX vs. VTSAX commentary
Dec 25, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. JICAX (241M). VTSAX pays higher dividends than JICAX: VTSAX (1.35) vs JICAX (0.69). JICAX was incepted earlier than VTSAX: JICAX (20 years) vs VTSAX (24 years). JICAX is a more actively managed with annual turnover of: 39.00 vs. VTSAX (2.00). JICAX has a lower initial minimum investment than VTSAX: JICAX (1000) vs VTSAX (3000). JICAX annual gain was more profitable for investors over the last year : 28.08 vs. VTSAX (24.75). JICAX (84.94) and VTSAX (81.12) have equivalent 5 years return.
| JICAX | VTSAX | JICAX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 27.397 | 24.395 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 1.84T | 0% |
| Annual Yield % from dividends | 0.69 | 1.35 | 51% |
| Returns for 1 year | 28.08 | 24.75 | 113% |
| Returns for 3 years | 25.51 | 23.32 | 109% |
| Returns for 5 years | 84.94 | 81.12 | 105% |
| Returns for 10 years | 142.33 | 185.34 | 77% |