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JICAX vs VTSAX
JICAX vs VTSAX Comparison
Open Charts JICAX vs VTSAX
JPMorgan US Sustainable Leaders A
Price$85.30
Change+$0.25 (+0.29%)
VolumeN/A
Net Assets288.58M
Vanguard Total Stock Mkt Idx Adm
Price$159.89
Change+$0.61 (+0.38%)
VolumeN/A
Net Assets1.95T
JICAX vs VTSAX Comparison Chart in %
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JICAX vs. VTSAX commentary
Sep 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. JICAX (289M). VTSAX pays higher dividends than JICAX: VTSAX (1.16) vs JICAX (0.50). JICAX was incepted earlier than VTSAX: JICAX (21 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 : 16.56 vs. JICAX (13.62). VTSAX (95.00) and JICAX (90.73) 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 | 21 years | 25 years | - |
| Gain YTD | 11.111 | 13.425 | 83% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 1.95T | 0% |
| Annual Yield % from dividends | 0.50 | 1.16 | 43% |
| Returns for 1 year | 13.62 | 16.56 | 82% |
| Returns for 3 years | 72.92 | 70.12 | 104% |
| Returns for 5 years | 90.73 | 95.00 | 96% |
| Returns for 10 years | 182.96 | 238.46 | 77% |
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