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JICCX vs VTSMX
JICCX vs VTSMX Comparison
Open Charts JICCX vs VTSMX
JPMorgan US Sustainable Leaders C
Price$71.33
Change+$0.37 (+0.52%)
VolumeN/A
Net Assets244.39M
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
JICCX vs VTSMX Comparison Chart
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JICCX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JICCX (244M). VTSMX pays higher dividends than JICCX: VTSMX (1.26) vs JICCX (0.01). JICCX was incepted earlier than VTSMX: JICCX (20 years) vs VTSMX (33 years). JICCX (1.49) is less costly to investors than VTSMX (0.14). JICCX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). JICCX has a lower initial minimum investment than VTSMX: JICCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. JICCX (6.46). VTSMX return over 5 years is better than : 87.92 vs. JICCX (81.89).
| JICCX | VTSMX | JICCX / VTSMX | |
| Total Expense Ratio | 1.14 | 0.14 | 814% |
| Annual Report Gross Expense Ratio | 1.49 | 0.14 | 1,064% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -5.626 | -4.660 | 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 | 1.26 | 1% |
| Returns for 1 year | 6.46 | 7.85 | 82% |
| Returns for 3 years | 42.12 | 39.37 | 107% |
| Returns for 5 years | 81.89 | 87.92 | 93% |
| Returns for 10 years | 114.20 | 162.78 | 70% |
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