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JIISX vs VSMPX
JIISX vs VSMPX Comparison
Open Charts JIISX vs VSMPX
JPMorgan US Sustainable Leaders I
Price$78.82
Change+$0.78 (+1.00%)
VolumeN/A
Net Assets241.35M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
JIISX vs VSMPX Comparison Chart
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JIISX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. JIISX (241M). VSMPX pays higher dividends than JIISX: VSMPX (1.36) vs JIISX (0.88). JIISX was incepted earlier than VSMPX: JIISX (22 years) vs VSMPX (10 years). JIISX is a more actively managed with annual turnover of: 39.00 vs. VSMPX (2.00). JIISX has a lower initial minimum investment than VSMPX: JIISX (1000000) vs VSMPX (100000000). JIISX annual gain was more profitable for investors over the last year : 27.03 vs. VSMPX (25.27). JIISX return over 5 years is better than : 82.32 vs. VSMPX (76.14).
| JIISX | VSMPX | JIISX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 1.716 | 2.245 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| 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 | 25.27 | 107% |
| Returns for 3 years | 32.06 | 29.00 | 111% |
| Returns for 5 years | 82.32 | 76.14 | 108% |
| Returns for 10 years | 156.56 | N/A | - |
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