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JICAX vs VTSAX
JICAX vs VTSAX Comparison
Open Charts JICAX vs VTSAX
JPMorgan US Sustainable Leaders A
Price$70.14
Change+$1.48 (+2.16%)
VolumeN/A
Net Assets230.84M
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
JICAX vs VTSAX Comparison Chart
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JICAX vs. VTSAX commentary
Apr 25, 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: 1.7T vs. JICAX (231M). 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). VTSAX annual gain was more profitable for investors over the last year : 5.27 vs. JICAX (4.45). VTSAX return over 5 years is better than : 86.80 vs. JICAX (81.45).
| 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 | -10.564 | -9.019 | 117% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 1.7T | 0% |
| Annual Yield % from dividends | 0.57 | 1.35 | 42% |
| Returns for 1 year | 4.45 | 5.27 | 84% |
| Returns for 3 years | 26.18 | 22.59 | 116% |
| Returns for 5 years | 81.45 | 86.80 | 94% |
| Returns for 10 years | 110.00 | 150.71 | 73% |
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