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JICCX vs VTSMX
JICCX vs VTSMX Comparison
Open Charts JICCX vs VTSMX
JPMorgan US Sustainable Leaders C
Price$77.11
Change+$0.01 (+0.01%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.10 (-0.07%)
VolumeN/A
CapitalizationN/A
JICCX vs VTSMX Comparison Chart
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JICCX vs. VTSMX commentary
Nov 14, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. JICCX (243M). VTSMX pays higher dividends than JICCX: VTSMX (1.26) vs JICCX (0.22). JICCX was incepted earlier than VTSMX: JICCX (20 years) vs VTSMX (33 years). JICCX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (2.00). JICCX has a lower initial minimum investment than VTSMX: JICCX (1000) vs VTSMX (3000). JICCX annual gain was more profitable for investors over the last year : 35.89 vs. VTSMX (33.37). VTSMX return over 5 years is better than : 87.43 vs. JICCX (78.19).
| JICCX | VTSMX | JICCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 27.797 | 24.862 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 1.73T | 0% |
| Annual Yield % from dividends | 0.22 | 1.26 | 18% |
| Returns for 1 year | 35.89 | 33.37 | 108% |
| Returns for 3 years | 20.62 | 22.80 | 90% |
| Returns for 5 years | 78.19 | 87.43 | 89% |
| Returns for 10 years | 140.58 | 193.39 | 73% |