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JIIGX vs VTSAX
JIIGX vs VTSAX Comparison
Open Charts JIIGX vs VTSAX
JPMorgan US Sustainable Leaders R6
Price$87.02
Change-$0.38 (-0.43%)
VolumeN/A
Net Assets304.77M
Vanguard Total Stock Mkt Idx Adm
Price$160.46
Change-$0.76 (-0.47%)
VolumeN/A
Net Assets2.02T
JIIGX vs VTSAX Comparison Chart in %
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JIIGX vs. VTSAX commentary
Oct 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 JIIGX is a Hold and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. JIIGX (305M). VTSAX pays higher dividends than JIIGX: VTSAX (1.13) vs JIIGX (0.71). JIIGX was incepted earlier than VTSAX: JIIGX (5 years) vs VTSAX (25 years). JIIGX (0.49) is less costly to investors than VTSAX (0.04). JIIGX is a more actively managed with annual turnover of: 25.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JIIGX: VTSAX (3000) vs JIIGX (15000000). VTSAX annual gain was more profitable for investors over the last year : 18.35 vs. JIIGX (16.51). VTSAX (89.11) and JIIGX (87.40) have equivalent 5 years return.
| JIIGX | VTSAX | JIIGX / VTSAX | |
| Total Expense Ratio | 0.34 | 0.04 | 850% |
| Annual Report Gross Expense Ratio | 0.49 | 0.04 | 1,225% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 12.832 | 14.392 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 2.02T | 0% |
| Annual Yield % from dividends | 0.71 | 1.13 | 63% |
| Returns for 1 year | 16.51 | 18.35 | 90% |
| Returns for 3 years | 87.18 | 82.10 | 106% |
| Returns for 5 years | 87.40 | 89.11 | 98% |
| Returns for 10 years | N/A | 231.82 | - |
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