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JIIGX vs VTSMX
JIIGX vs VTSMX Comparison
Open Charts JIIGX vs VTSMX
JPMorgan US Sustainable Leaders R6
Price$77.67
Change-$0.15 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$140.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JIIGX vs VTSMX Comparison Chart
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JIIGX vs. VTSMX commentary
Oct 18, 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 JIIGX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.75T vs. JIIGX (237M). VTSMX pays higher dividends than JIIGX: VTSMX (1.26) vs JIIGX (0.92). JIIGX was incepted earlier than VTSMX: JIIGX (4 years) vs VTSMX (32 years). JIIGX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JIIGX: VTSMX (3000) vs JIIGX (15000000). JIIGX annual gain was more profitable for investors over the last year : 37.76 vs. VTSMX (33.24).
| JIIGX | VTSMX | JIIGX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 32 years | - |
| Gain YTD | 25.233 | 21.396 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 1.75T | 0% |
| Annual Yield % from dividends | 0.92 | 1.26 | 73% |
| Returns for 1 year | 37.76 | 33.24 | 114% |
| Returns for 3 years | 26.64 | 25.08 | 106% |
| Returns for 5 years | N/A | 90.63 | - |
| Returns for 10 years | N/A | 208.72 | - |
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