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JIISX vs VSMPX
JIISX vs VSMPX Comparison
Open Charts JIISX vs VSMPX
JPMorgan US Sustainable Leaders I
Price$84.47
Change-$0.35 (-0.41%)
VolumeN/A
Net Assets284.09M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
JIISX vs VSMPX Comparison Chart in %
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JIISX vs. VSMPX commentary
Sep 06, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. JIISX (284M). VSMPX pays higher dividends than JIISX: VSMPX (1.17) vs JIISX (0.69). JIISX was incepted earlier than VSMPX: JIISX (23 years) vs VSMPX (10 years). JIISX (0.74) is less costly to investors than VSMPX (0.02). JIISX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). JIISX has a lower initial minimum investment than VSMPX: JIISX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.28 vs. JIISX (16.45). JIISX (85.54) and VSMPX (85.39) have equivalent 5 years return.
| JIISX | VSMPX | JIISX / VSMPX | |
| Total Expense Ratio | 0.39 | 0.02 | 1,950% |
| Annual Report Gross Expense Ratio | 0.74 | 0.02 | 3,700% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 9.459 | 10.574 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 1.95T | 0% |
| Annual Yield % from dividends | 0.69 | 1.17 | 59% |
| Returns for 1 year | 16.45 | 18.28 | 90% |
| Returns for 3 years | 68.80 | 64.03 | 107% |
| Returns for 5 years | 85.54 | 85.39 | 100% |
| Returns for 10 years | 179.48 | 215.19 | 83% |
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