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JICCX vs VTSMX
JICCX vs VTSMX Comparison
Open Charts JICCX vs VTSMX
JPMorgan US Sustainable Leaders C
Price$75.26
Change-$1.07 (-1.40%)
VolumeN/A
Net Assets261.1M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
JICCX vs VTSMX Comparison Chart
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JICCX vs. VTSMX commentary
Jun 14, 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: 1.82T vs. JICCX (261M). VTSMX pays higher dividends than JICCX: VTSMX (1.18) 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 : 11.36 vs. JICCX (8.81). VTSMX return over 5 years is better than : 93.63 vs. JICCX (88.39).
| 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 | 1.516 | 2.548 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 1.82T | 0% |
| Annual Yield % from dividends | 0.01 | 1.18 | 1% |
| Returns for 1 year | 8.81 | 11.36 | 78% |
| Returns for 3 years | 63.91 | 59.46 | 107% |
| Returns for 5 years | 88.39 | 93.63 | 94% |
| Returns for 10 years | 129.12 | 182.22 | 71% |
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