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JIIGX vs VTSMX
JIIGX vs VTSMX Comparison
Open Charts JIIGX vs VTSMX
JPMorgan US Sustainable Leaders R6
Price$82.58
Change+$0.65 (+0.79%)
VolumeN/A
Net Assets277.52M
Vanguard Total Stock Mkt Idx I
Price$152.31
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
JIIGX vs VTSMX Comparison Chart in %
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JIIGX vs. VTSMX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JIIGX (278M). VTSMX pays higher dividends than JIIGX: VTSMX (1.09) vs JIIGX (0.75). 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 : 19.68 vs. JIIGX (16.56).
| 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 | 5.771 | 8.067 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 1.91T | 0% |
| Annual Yield % from dividends | 0.75 | 1.09 | 69% |
| Returns for 1 year | 16.56 | 19.68 | 84% |
| Returns for 3 years | 54.30 | 51.93 | 105% |
| Returns for 5 years | N/A | 84.96 | - |
| Returns for 10 years | N/A | 201.27 | - |