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JICAX vs VTSMX
JICAX vs VTSMX Comparison
Open Charts JICAX vs VTSMX
JPMorgan US Sustainable Leaders A
Price$77.60
Change-$1.59 (-2.01%)
VolumeN/A
Net Assets241.69M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
JICAX vs VTSMX Comparison Chart
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JICAX vs. VTSMX commentary
Feb 23, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JICAX (242M). VTSMX pays higher dividends than JICAX: VTSMX (1.26) vs JICAX (0.69). JICAX was incepted earlier than VTSMX: JICAX (20 years) vs VTSMX (33 years). JICAX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (2.00). JICAX has a lower initial minimum investment than VTSMX: JICAX (1000) vs VTSMX (3000). JICAX (18.14) and VTSMX (17.60) have marching annual gain over last year. JICAX (76.33) and VTSMX (74.84) have equivalent 5 years return.
| JICAX | VTSMX | JICAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 1.081 | 2.121 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 1.84T | 0% |
| Annual Yield % from dividends | 0.69 | 1.26 | 55% |
| Returns for 1 year | 18.14 | 17.60 | 103% |
| Returns for 3 years | 39.30 | 36.78 | 107% |
| Returns for 5 years | 76.33 | 74.84 | 102% |
| Returns for 10 years | 136.93 | 180.15 | 76% |
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