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JIISX vs VSMPX
JIISX vs VSMPX Comparison
Open Charts JIISX vs VSMPX
JPMorgan US Sustainable Leaders I
Price$73.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets245.81M
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.89
Change-$0.15 (-0.06%)
VolumeN/A
Net Assets1.72T
JIISX vs VSMPX Comparison Chart
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JIISX vs. VSMPX commentary
May 10, 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: 1.72T vs. JIISX (246M). VSMPX pays higher dividends than JIISX: VSMPX (1.37) vs JIISX (0.81). JIISX was incepted earlier than VSMPX: JIISX (22 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 : 8.03 vs. JIISX (7.17). VSMPX (89.37) and JIISX (88.51) 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 | 22 years | 10 years | - |
| Gain YTD | -4.878 | -3.953 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 1.72T | 0% |
| Annual Yield % from dividends | 0.81 | 1.37 | 59% |
| Returns for 1 year | 7.17 | 8.03 | 89% |
| Returns for 3 years | 45.22 | 40.22 | 112% |
| Returns for 5 years | 88.51 | 89.37 | 99% |
| Returns for 10 years | 128.67 | 157.53 | 82% |
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