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JICAX vs VTSAX
JICAX vs VTSAX Comparison
Open Charts JICAX vs VTSAX
JPMorgan US Sustainable Leaders A
Price$69.70
Change-$3.56 (-4.86%)
VolumeN/A
Net Assets225.34M
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
JICAX vs VTSAX Comparison Chart
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JICAX vs. VTSAX commentary
Apr 05, 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 StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. JICAX (225M). VTSAX pays higher dividends than JICAX: VTSAX (1.35) vs JICAX (0.57). JICAX was incepted earlier than VTSAX: JICAX (20 years) vs VTSAX (24 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). JICAX annual gain was more profitable for investors over the last year : 8.54 vs. VTSAX (8.05). VTSAX return over 5 years is better than : 126.25 vs. JICAX (117.67).
| 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 | 24 years | - |
| Gain YTD | -4.572 | -3.990 | 115% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 1.81T | 0% |
| Annual Yield % from dividends | 0.57 | 1.35 | 42% |
| Returns for 1 year | 8.54 | 8.05 | 106% |
| Returns for 3 years | 26.67 | 21.03 | 127% |
| Returns for 5 years | 117.67 | 126.25 | 93% |
| Returns for 10 years | 127.77 | 167.38 | 76% |
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