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JICCX vs VTSMX
JICCX vs VTSMX Comparison
Open Charts JICCX vs VTSMX
JPMorgan US Sustainable Leaders C
Price$76.00
Change+$0.86 (+1.14%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$143.09
Change+$0.45 (+0.32%)
VolumeN/A
CapitalizationN/A
JICCX vs VTSMX Comparison Chart
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JICCX vs. VTSMX commentary
Dec 24, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. JICCX (239M). 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 : 26.98 vs. VTSMX (24.23). JICCX (79.79) and VTSMX (79.24) have equivalent 5 years return.
| 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 | 25.990 | 23.596 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 1.84T | 0% |
| Annual Yield % from dividends | 0.22 | 1.26 | 18% |
| Returns for 1 year | 26.98 | 24.23 | 111% |
| Returns for 3 years | 25.51 | 24.14 | 106% |
| Returns for 5 years | 79.79 | 79.24 | 101% |
| Returns for 10 years | 132.45 | 184.08 | 72% |
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