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JICAX vs VTSMX
JICAX vs VTSMX Comparison
Open Charts JICAX vs VTSMX
JPMorgan US Sustainable Leaders A
Price$82.56
Change+$0.99 (+1.21%)
VolumeN/A
Net Assets277.28M
Vanguard Total Stock Mkt Idx I
Price$153.86
Change+$1.92 (+1.26%)
VolumeN/A
Net Assets1.91T
JICAX vs VTSMX Comparison Chart in %
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JICAX vs. VTSMX commentary
Aug 13, 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: 1.91T vs. JICAX (277M). VTSMX pays higher dividends than JICAX: VTSMX (1.09) vs JICAX (0.51). JICAX was incepted earlier than VTSMX: JICAX (20 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: 25.00 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 : 18.96 vs. JICAX (16.39). VTSMX (83.27) and JICAX (80.11) have equivalent 5 years return.
| JICAX | VTSMX | JICAX / VTSMX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.99 | 0.14 | 707% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 6.252 | 7.805 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 1.91T | 0% |
| Annual Yield % from dividends | 0.51 | 1.09 | 47% |
| Returns for 1 year | 16.39 | 18.96 | 86% |
| Returns for 3 years | 48.01 | 45.64 | 105% |
| Returns for 5 years | 80.11 | 83.27 | 96% |
| Returns for 10 years | 151.90 | 199.40 | 76% |
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