Interact to see
Advertisement
Advertisement
JIIGX vs VTSMX
JIIGX vs VTSMX Comparison
Open Charts JIIGX vs VTSMX
JPMorgan US Sustainable Leaders R6
Price$85.96
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets297.4M
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
JIIGX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JIIGX vs. VTSMX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. JIIGX (297M). VTSMX pays higher dividends than JIIGX: VTSMX (1.02) vs JIIGX (0.70). JIIGX was incepted earlier than VTSMX: JIIGX (5 years) vs VTSMX (34 years). JIIGX (0.49) is less costly to investors than VTSMX (0.14). JIIGX is a more actively managed with annual turnover of: 71.00 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 : 10.79 vs. JIIGX (9.72). JIIGX (79.11) and VTSMX (77.62) 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 | 34 years | - |
| Gain YTD | 10.973 | 11.948 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 2.05T | 0% |
| Annual Yield % from dividends | 0.70 | 1.02 | 68% |
| Returns for 1 year | 9.72 | 10.79 | 90% |
| Returns for 3 years | 67.02 | 63.83 | 105% |
| Returns for 5 years | 79.11 | 77.62 | 102% |
| Returns for 10 years | N/A | 213.77 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers