Interact to see
Advertisement
Advertisement
JIIGX vs VTSMX
JIIGX vs VTSMX Comparison
Open Charts JIIGX vs VTSMX
JPMorgan US Sustainable Leaders R6
Price$87.02
Change-$0.38 (-0.43%)
VolumeN/A
Net Assets304.77M
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
JIIGX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JIIGX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. JIIGX (305M). VTSMX pays higher dividends than JIIGX: VTSMX (1.04) vs JIIGX (0.71). 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 : 18.34 vs. JIIGX (16.51). VTSMX (89.06) and JIIGX (87.40) have equivalent 5 years return.
| 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 | 12.832 | 14.389 | 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 | 1.04 | 68% |
| Returns for 1 year | 16.51 | 18.34 | 90% |
| Returns for 3 years | 87.18 | 82.05 | 106% |
| Returns for 5 years | 87.40 | 89.06 | 98% |
| Returns for 10 years | N/A | 231.08 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers