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JICAX vs VTSMX
JICAX vs VTSMX Comparison
Open Charts JICAX vs VTSMX
JPMorgan US Sustainable Leaders A
Price$79.79
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets246.38M
Vanguard Total Stock Mkt Idx I
Price$147.04
Change+$0.75 (+0.51%)
VolumeN/A
Net Assets1.78T
JICAX vs VTSMX Comparison Chart
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JICAX vs. VTSMX commentary
Jan 24, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. JICAX (246M). 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 annual gain was more profitable for investors over the last year : 26.44 vs. VTSMX (24.81). JICAX return over 5 years is better than : 85.34 vs. VTSMX (80.56).
| 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 | 3.413 | 3.752 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 1.78T | 0% |
| Annual Yield % from dividends | 0.69 | 1.26 | 55% |
| Returns for 1 year | 26.44 | 24.81 | 107% |
| Returns for 3 years | 38.37 | 36.40 | 105% |
| Returns for 5 years | 85.34 | 80.56 | 106% |
| Returns for 10 years | 151.50 | 194.81 | 78% |
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