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JIIGX vs VSMPX
JIIGX vs VSMPX Comparison
Open Charts JIIGX vs VSMPX
JPMorgan US Sustainable Leaders R6
Price$82.58
Change+$0.65 (+0.79%)
VolumeN/A
Net Assets277.52M
Vanguard Total Stock Mkt Idx Instl Pls
Price$285.84
Change+$1.90 (+0.67%)
VolumeN/A
Net Assets1.91T
JIIGX vs VSMPX Comparison Chart in %
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JIIGX vs. VSMPX commentary
Aug 10, 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 JIIGX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. JIIGX (278M). VSMPX pays higher dividends than JIIGX: VSMPX (1.20) vs JIIGX (0.75). JIIGX was incepted earlier than VSMPX: JIIGX (5 years) vs VSMPX (10 years). JIIGX (0.49) is less costly to investors than VSMPX (0.02). JIIGX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). JIIGX has a lower initial minimum investment than VSMPX: JIIGX (15000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 19.70 vs. JIIGX (16.56).
| JIIGX | VSMPX | JIIGX / VSMPX | |
| Total Expense Ratio | 0.34 | 0.02 | 1,700% |
| Annual Report Gross Expense Ratio | 0.49 | 0.02 | 2,450% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 5.771 | 8.086 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 1.91T | 0% |
| Annual Yield % from dividends | 0.75 | 1.20 | 63% |
| Returns for 1 year | 16.56 | 19.70 | 84% |
| Returns for 3 years | 54.30 | 52.02 | 104% |
| Returns for 5 years | N/A | 85.04 | - |
| Returns for 10 years | N/A | 192.38 | - |
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