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JICCX vs VTSAX
JICCX vs VTSAX Comparison
Open Charts JICCX vs VTSAX
JPMorgan US Sustainable Leaders C
Price$68.18
Change-$3.48 (-4.86%)
VolumeN/A
Net Assets225.34M
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
JICCX vs VTSAX Comparison Chart
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JICCX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. JICCX (225M). VTSAX pays higher dividends than JICCX: VTSAX (1.35) vs JICCX (0.01). JICCX was incepted earlier than VTSAX: JICCX (20 years) vs VTSAX (24 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 (8.05) and JICCX (8.00) have marching annual gain over last year. VTSAX return over 5 years is better than : 126.25 vs. JICCX (113.34).
| 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 | 24 years | - |
| Gain YTD | -4.695 | -3.990 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 1.81T | 0% |
| Annual Yield % from dividends | 0.01 | 1.35 | 1% |
| Returns for 1 year | 8.00 | 8.05 | 99% |
| Returns for 3 years | 25.54 | 21.03 | 121% |
| Returns for 5 years | 113.34 | 126.25 | 90% |
| Returns for 10 years | 119.31 | 167.38 | 71% |