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JICCX vs VTSAX
JICCX vs VTSAX Comparison
Open Charts JICCX vs VTSAX
JPMorgan US Sustainable Leaders C
Price$71.33
Change+$0.37 (+0.52%)
VolumeN/A
Net Assets244.39M
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
JICCX vs VTSAX Comparison Chart
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JICCX vs. VTSAX commentary
May 09, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. JICCX (244M). VTSAX pays higher dividends than JICCX: VTSAX (1.36) vs JICCX (0.01). JICCX was incepted earlier than VTSAX: JICCX (20 years) vs VTSAX (25 years). JICCX (1.49) is less costly to investors than VTSAX (0.04). JICCX is a more actively managed with annual turnover of: 25.00 vs. VTSAX (2.00). JICCX has a lower initial minimum investment than VTSAX: JICCX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 7.85 vs. JICCX (6.46). VTSAX return over 5 years is better than : 87.93 vs. JICCX (81.89).
| JICCX | VTSAX | JICCX / VTSAX | |
| Total Expense Ratio | 1.14 | 0.04 | 2,850% |
| Annual Report Gross Expense Ratio | 1.49 | 0.04 | 3,725% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -5.626 | -4.657 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 1.72T | 0% |
| Annual Yield % from dividends | 0.01 | 1.36 | 1% |
| Returns for 1 year | 6.46 | 7.85 | 82% |
| Returns for 3 years | 42.12 | 39.39 | 107% |
| Returns for 5 years | 81.89 | 87.93 | 93% |
| Returns for 10 years | 114.20 | 163.37 | 70% |
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