Ad is loading...
JICCX vs VTSAX
JICCX vs VTSAX Comparison
Open Charts JICCX vs VTSAX
JPMorgan US Sustainable Leaders C
Price$76.00
Change+$0.86 (+1.14%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$143.11
Change+$0.42 (+0.29%)
VolumeN/A
CapitalizationN/A
JICCX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JICCX vs. VTSAX commentary
Dec 24, 2024
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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. JICCX (239M). VTSAX pays higher dividends than JICCX: VTSAX (1.35) vs JICCX (0.22). JICCX was incepted earlier than VTSAX: JICCX (20 years) vs VTSAX (24 years). JICCX is a more actively managed with annual turnover of: 39.00 vs. VTSAX (2.00). JICCX has a lower initial minimum investment than VTSAX: JICCX (1000) vs VTSAX (3000). JICCX annual gain was more profitable for investors over the last year : 26.98 vs. VTSAX (24.27). JICCX (79.79) and VTSAX (79.25) have equivalent 5 years return.
| JICCX | VTSAX | JICCX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 25.990 | 23.635 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 1.84T | 0% |
| Annual Yield % from dividends | 0.22 | 1.35 | 17% |
| Returns for 1 year | 26.98 | 24.27 | 111% |
| Returns for 3 years | 25.51 | 24.16 | 106% |
| Returns for 5 years | 79.79 | 79.25 | 101% |
| Returns for 10 years | 132.45 | 184.74 | 72% |