Ad is loading...
JIISX vs VSMPX
JIISX vs VSMPX Comparison
Open Charts JIISX vs VSMPX
JPMorgan US Sustainable Leaders I
Price$76.09
Change-$0.21 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JIISX vs VSMPX Comparison Chart
Loading...
JIISX vs. VSMPX commentary
Sep 21, 2024
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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. JIISX (232M). VSMPX pays higher dividends than JIISX: VSMPX (1.36) vs JIISX (0.88). JIISX was incepted earlier than VSMPX: JIISX (22 years) vs VSMPX (9 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 : 31.14 vs. VSMPX (25.90). VSMPX (83.02) and JIISX (81.51) have equivalent 5 years return.
| JIISX | VSMPX | JIISX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 20.589 | 16.929 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 1.72T | 0% |
| Annual Yield % from dividends | 0.88 | 1.36 | 65% |
| Returns for 1 year | 31.14 | 25.90 | 120% |
| Returns for 3 years | 22.38 | 21.36 | 105% |
| Returns for 5 years | 81.51 | 83.02 | 98% |
| Returns for 10 years | 141.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...