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JICAX vs VTSAX
JICAX vs VTSAX Comparison
Open Charts JICAX vs VTSAX
JPMorgan US Sustainable Leaders A
Price$81.78
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets277.5M
Vanguard Total Stock Mkt Idx Adm
Price$150.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91T
JICAX vs VTSAX Comparison Chart in %
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JICAX vs. VTSAX commentary
Jul 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. JICAX (278M). VTSAX pays higher dividends than JICAX: VTSAX (1.21) vs JICAX (0.52). 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 : 13.48 vs. JICAX (12.62). VTSAX (90.27) and JICAX (89.53) 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 | 6.526 | 6.764 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 1.91T | 0% |
| Annual Yield % from dividends | 0.52 | 1.21 | 43% |
| Returns for 1 year | 12.62 | 13.48 | 94% |
| Returns for 3 years | 62.88 | 57.75 | 109% |
| Returns for 5 years | 89.53 | 90.27 | 99% |
| Returns for 10 years | 147.83 | 193.59 | 76% |
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