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JICAX vs VTSMX
JICAX vs VTSMX Comparison
Open Charts JICAX vs VTSMX
JPMorgan US Sustainable Leaders A
Price$83.87
Change-$2.26 (-2.62%)
VolumeN/A
Net Assets296.06M
Vanguard Total Stock Mkt Idx I
Price$156.57
Change-$4.38 (-2.72%)
VolumeN/A
Net Assets2.02T
JICAX vs VTSMX Comparison Chart in %
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JICAX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. JICAX (296M). VTSMX pays higher dividends than JICAX: VTSMX (1.04) vs JICAX (0.49). JICAX was incepted earlier than VTSMX: JICAX (21 years) vs VTSMX (33 years). JICAX (0.99) is less costly to investors than VTSMX (0.14). JICAX is a more actively managed with annual turnover of: 71.00 vs. VTSMX (2.00). JICAX has a lower initial minimum investment than VTSMX: JICAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.57 vs. JICAX (13.78). VTSMX return over 5 years is better than : 87.18 vs. JICAX (82.88).
| JICAX | VTSMX | JICAX / VTSMX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.99 | 0.14 | 707% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 12.192 | 14.219 | 86% |
| 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 | 1.04 | 47% |
| Returns for 1 year | 13.78 | 16.57 | 83% |
| Returns for 3 years | 88.24 | 84.38 | 105% |
| Returns for 5 years | 82.88 | 87.18 | 95% |
| Returns for 10 years | 177.01 | 232.90 | 76% |
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