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JICAX vs VTSAX
JICAX vs VTSAX Comparison
Open Charts JICAX vs VTSAX
JPMorgan US Sustainable Leaders A
Price$75.27
Change-$0.21 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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JICAX vs VTSAX Comparison Chart
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JICAX vs. VTSAX commentary
Sep 21, 2024
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: 1.72T vs. JICAX (232M). VTSAX pays higher dividends than JICAX: VTSAX (1.35) vs JICAX (0.69). JICAX was incepted earlier than VTSAX: JICAX (20 years) vs VTSAX (24 years). JICAX is a more actively managed with annual turnover of: 39.00 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 : 30.81 vs. VTSAX (25.89). VTSAX (82.99) and JICAX (79.48) have equivalent 5 years return.
| JICAX | VTSAX | JICAX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 20.367 | 16.921 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 1.72T | 0% |
| Annual Yield % from dividends | 0.69 | 1.35 | 51% |
| Returns for 1 year | 30.81 | 25.89 | 119% |
| Returns for 3 years | 21.71 | 21.34 | 102% |
| Returns for 5 years | 79.48 | 82.99 | 96% |
| Returns for 10 years | 137.04 | 179.72 | 76% |
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