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JICAX vs VTSAX
JICAX vs VTSAX Comparison
Open Charts JICAX vs VTSAX
JPMorgan US Sustainable Leaders A
Price$83.87
Change-$2.26 (-2.62%)
VolumeN/A
Net Assets296.06M
Vanguard Total Stock Mkt Idx Adm
Price$159.15
Change+$2.56 (+1.63%)
VolumeN/A
Net Assets2.02T
JICAX vs VTSAX Comparison Chart in %
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JICAX vs. VTSAX commentary
Oct 14, 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: 2.02T vs. JICAX (296M). VTSAX pays higher dividends than JICAX: VTSAX (1.13) vs JICAX (0.49). 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: 71.00 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 : 13.78 vs. VTSAX (12.54). JICAX (82.88) and VTSAX (81.57) 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 | 12.192 | 11.107 | 110% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 2.02T | 0% |
| Annual Yield % from dividends | 0.49 | 1.13 | 43% |
| Returns for 1 year | 13.78 | 12.54 | 110% |
| Returns for 3 years | 88.24 | 79.95 | 110% |
| Returns for 5 years | 82.88 | 81.57 | 102% |
| Returns for 10 years | 177.01 | 220.07 | 80% |
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