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JIISX vs VITSX
JIISX vs VITSX Comparison
Open Charts JIISX vs VITSX
JPMorgan US Sustainable Leaders I
Price$78.36
Change-$1.60 (-2.00%)
VolumeN/A
Net Assets241.69M
Vanguard Total Stock Market Idx I
Price$144.06
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
JIISX vs VITSX Comparison Chart
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JIISX vs. VITSX commentary
Feb 23, 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 Buy and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. JIISX (242M). 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 (18.43) and VITSX (17.61) have marching annual gain over last year. JIISX (78.22) and VITSX (74.84) have equivalent 5 years return.
| 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 | 1.123 | 2.134 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 1.84T | 0% |
| Annual Yield % from dividends | 0.88 | 1.36 | 65% |
| Returns for 1 year | 18.43 | 17.61 | 105% |
| Returns for 3 years | 40.03 | 36.80 | 109% |
| Returns for 5 years | 78.22 | 74.84 | 105% |
| Returns for 10 years | 141.69 | 180.75 | 78% |
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