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JIISX vs VSTSX
JIISX vs VSTSX Comparison
Open Charts JIISX vs VSTSX
JPMorgan US Sustainable Leaders I
Price$77.83
Change-$1.10 (-1.39%)
VolumeN/A
Net Assets261.1M
Vanguard Total Stock Mkt Idx Instl Sel
Price$281.43
Change-$3.33 (-1.17%)
VolumeN/A
Net Assets1.82T
JIISX vs VSTSX Comparison Chart
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JIISX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. JIISX (261M). VSTSX pays higher dividends than JIISX: VSTSX (1.29) vs JIISX (0.76). JIISX was incepted earlier than VSTSX: JIISX (22 years) vs VSTSX (9 years). JIISX (0.74) is less costly to investors than VSTSX (0.01). JIISX is a more actively managed with annual turnover of: 25.00 vs. VSTSX (2.00). JIISX has a lower initial minimum investment than VSTSX: JIISX (1000000) vs VSTSX (5000000000). VSTSX (10.09) and JIISX (9.62) have marching annual gain over last year. JIISX (94.20) and VSTSX (91.51) have equivalent 5 years return.
| JIISX | VSTSX | JIISX / VSTSX | |
| Total Expense Ratio | 0.39 | 0.01 | 3,900% |
| Annual Report Gross Expense Ratio | 0.74 | 0.01 | 7,400% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 1.858 | 1.376 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| 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 | 10.09 | 95% |
| Returns for 3 years | 66.25 | 57.70 | 115% |
| Returns for 5 years | 94.20 | 91.51 | 103% |
| Returns for 10 years | 142.75 | N/A | - |