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JIISX vs VSTSX
JIISX vs VSTSX Comparison
Open Charts JIISX vs VSTSX
JPMorgan US Sustainable Leaders I
Price$68.24
Change-$0.31 (-0.45%)
VolumeN/A
Net Assets225.66M
Vanguard Total Stock Mkt Idx Instl Sel
Price$248.07
Change+$0.58 (+0.23%)
VolumeN/A
Net Assets1.7T
JIISX vs VSTSX Comparison Chart
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JIISX vs. VSTSX commentary
Apr 19, 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: 1.7T vs. JIISX (226M). VSTSX pays higher dividends than JIISX: VSTSX (1.37) vs JIISX (0.79). 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 : 4.62 vs. JIISX (4.04). VSTSX return over 5 years is better than : 81.50 vs. JIISX (76.80).
| 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 | -11.937 | -10.641 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 1.7T | 0% |
| Annual Yield % from dividends | 0.79 | 1.37 | 58% |
| Returns for 1 year | 4.04 | 4.62 | 87% |
| Returns for 3 years | 22.75 | 17.89 | 127% |
| Returns for 5 years | 76.80 | 81.50 | 94% |
| Returns for 10 years | 112.25 | N/A | - |