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JICCX vs VTSAX
JICCX vs VTSAX Comparison
Open Charts JICCX vs VTSAX
JPMorgan US Sustainable Leaders C
Price$77.73
Change+$0.50 (+0.65%)
VolumeN/A
Net Assets244.63M
Vanguard Total Stock Mkt Idx Adm
Price$146.32
Change+$0.72 (+0.49%)
VolumeN/A
Net Assets1.78T
JICCX vs VTSAX Comparison Chart
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JICCX vs. VTSAX commentary
Jan 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 StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. JICCX (245M). 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 (25.81) and VTSAX (24.81) have marching annual gain over last year. JICCX (81.65) and VTSAX (80.57) 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 | 3.378 | 3.751 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 1.78T | 0% |
| Annual Yield % from dividends | 0.22 | 1.35 | 17% |
| Returns for 1 year | 25.81 | 24.81 | 104% |
| Returns for 3 years | 37.16 | 36.41 | 102% |
| Returns for 5 years | 81.65 | 80.57 | 101% |
| Returns for 10 years | 142.18 | 195.45 | 73% |
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