Ad is loading...
JICCX vs VSMPX
JICCX vs VSMPX Comparison
Open Charts JICCX vs VSMPX
JPMorgan US Sustainable Leaders C
Price$68.18
Change-$3.48 (-4.86%)
VolumeN/A
Net Assets225.34M
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
JICCX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JICCX vs. VSMPX commentary
Apr 05, 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 JICCX is a StrongBuy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. JICCX (225M). VSMPX pays higher dividends than JICCX: VSMPX (1.37) vs JICCX (0.01). JICCX was incepted earlier than VSMPX: JICCX (20 years) vs VSMPX (10 years). JICCX (1.49) is less costly to investors than VSMPX (0.02). JICCX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). JICCX has a lower initial minimum investment than VSMPX: JICCX (1000) vs VSMPX (100000000). VSMPX (8.06) and JICCX (8.00) have marching annual gain over last year. VSMPX return over 5 years is better than : 126.31 vs. JICCX (113.34).
| JICCX | VSMPX | JICCX / VSMPX | |
| Total Expense Ratio | 1.14 | 0.02 | 5,700% |
| Annual Report Gross Expense Ratio | 1.49 | 0.02 | 7,450% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | -4.695 | -3.987 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 1.81T | 0% |
| Annual Yield % from dividends | 0.01 | 1.37 | 1% |
| Returns for 1 year | 8.00 | 8.06 | 99% |
| Returns for 3 years | 25.54 | 21.05 | 121% |
| Returns for 5 years | 113.34 | 126.31 | 90% |
| Returns for 10 years | 119.31 | N/A | - |