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JIISX vs VITSX
JIISX vs VITSX Comparison
Open Charts JIISX vs VITSX
JPMorgan US Sustainable Leaders I
Price$78.82
Change+$0.78 (+1.00%)
VolumeN/A
Net Assets241.35M
Vanguard Total Stock Market Idx I
Price$144.22
Change+$1.35 (+0.94%)
VolumeN/A
Net Assets1.78T
JIISX vs VITSX Comparison Chart
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JIISX vs. VITSX commentary
Jan 19, 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 JIISX is a StrongBuy and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.78T vs. JIISX (241M). VITSX pays higher dividends than JIISX: VITSX (1.36) vs JIISX (0.88). JIISX was incepted earlier than VITSX: JIISX (22 years) vs VITSX (28 years). JIISX is a more actively managed with annual turnover of: 39.00 vs. VITSX (2.00). JIISX has a lower initial minimum investment than VITSX: JIISX (1000000) vs VITSX (5000000). JIISX annual gain was more profitable for investors over the last year : 27.03 vs. VITSX (25.26). JIISX return over 5 years is better than : 82.32 vs. VITSX (76.10).
| JIISX | VITSX | JIISX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 1.716 | 2.247 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 1.78T | 0% |
| Annual Yield % from dividends | 0.88 | 1.36 | 65% |
| Returns for 1 year | 27.03 | 25.26 | 107% |
| Returns for 3 years | 32.06 | 28.96 | 111% |
| Returns for 5 years | 82.32 | 76.10 | 108% |
| Returns for 10 years | 156.56 | 195.59 | 80% |
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