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JIIGX vs VTSMX
JIIGX vs VTSMX Comparison
Open Charts JIIGX vs VTSMX
JPMorgan US Sustainable Leaders R6
Price$85.51
Change-$0.21 (-0.24%)
VolumeN/A
Net Assets284.17M
Vanguard Total Stock Mkt Idx I
Price$157.81
Change-$0.24 (-0.15%)
VolumeN/A
Net Assets1.95T
JIIGX vs VTSMX Comparison Chart in %
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JIIGX vs. VTSMX commentary
Sep 13, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. JIIGX (284M). VTSMX pays higher dividends than JIIGX: VTSMX (1.07) vs JIIGX (0.73). JIIGX was incepted earlier than VTSMX: JIIGX (5 years) vs VTSMX (33 years). JIIGX (0.49) is less costly to investors than VTSMX (0.14). JIIGX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JIIGX: VTSMX (3000) vs JIIGX (15000000). VTSMX annual gain was more profitable for investors over the last year : 18.12 vs. JIIGX (15.42).
| JIIGX | VTSMX | JIIGX / VTSMX | |
| Total Expense Ratio | 0.34 | 0.14 | 243% |
| Annual Report Gross Expense Ratio | 0.49 | 0.14 | 350% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 10.664 | 12.140 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 1.95T | 0% |
| Annual Yield % from dividends | 0.73 | 1.07 | 69% |
| Returns for 1 year | 15.42 | 18.12 | 85% |
| Returns for 3 years | 68.87 | 64.69 | 106% |
| Returns for 5 years | N/A | 92.82 | - |
| Returns for 10 years | N/A | 227.95 | - |
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