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JICCX vs VTSAX
JICCX vs VTSAX Comparison
Open Charts JICCX vs VTSAX
JPMorgan US Sustainable Leaders C
Price$75.94
Change-$1.56 (-2.01%)
VolumeN/A
Net Assets241.69M
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
JICCX vs VTSAX Comparison Chart
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JICCX vs. VTSAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. JICCX (242M). 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). VTSAX (17.60) and JICCX (17.53) have marching annual gain over last year. VTSAX (74.84) and JICCX (72.84) 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 | 0.997 | 2.127 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 1.84T | 0% |
| Annual Yield % from dividends | 0.22 | 1.35 | 17% |
| Returns for 1 year | 17.53 | 17.60 | 100% |
| Returns for 3 years | 38.06 | 36.79 | 103% |
| Returns for 5 years | 72.84 | 74.84 | 97% |
| Returns for 10 years | 128.15 | 180.79 | 71% |
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