Ad is loading...
JIISX vs VSTSX
JIISX vs VSTSX Comparison
Open Charts JIISX vs VSTSX
JPMorgan US Sustainable Leaders I
Price$73.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets245.81M
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.48
Change-$0.16 (-0.06%)
VolumeN/A
Net Assets1.72T
JIISX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JIISX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. JIISX (246M). VSTSX pays higher dividends than JIISX: VSTSX (1.38) vs JIISX (0.81). 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 annual gain was more profitable for investors over the last year : 8.04 vs. JIISX (7.17). VSTSX (89.42) and JIISX (88.51) 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 | -4.878 | -3.952 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 1.72T | 0% |
| Annual Yield % from dividends | 0.81 | 1.38 | 59% |
| Returns for 1 year | 7.17 | 8.04 | 89% |
| Returns for 3 years | 45.22 | 40.26 | 112% |
| Returns for 5 years | 88.51 | 89.42 | 99% |
| Returns for 10 years | 128.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...