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JIISX vs VSMPX
JIISX vs VSMPX Comparison
Open Charts JIISX vs VSMPX
JPMorgan US Sustainable Leaders I
Price$77.83
Change-$1.10 (-1.39%)
VolumeN/A
Net Assets261.1M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
JIISX vs VSMPX Comparison Chart
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JIISX vs. VSMPX commentary
Jun 15, 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: 1.82T vs. JIISX (261M). VSMPX pays higher dividends than JIISX: VSMPX (1.29) vs JIISX (0.76). 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 (10.08) and JIISX (9.62) have marching annual gain over last year. JIISX (94.20) and VSMPX (91.46) 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 | 1.858 | 1.374 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 1.82T | 0% |
| Annual Yield % from dividends | 0.76 | 1.29 | 58% |
| Returns for 1 year | 9.62 | 10.08 | 96% |
| Returns for 3 years | 66.25 | 57.66 | 115% |
| Returns for 5 years | 94.20 | 91.46 | 103% |
| Returns for 10 years | 142.75 | 170.67 | 84% |