Interact to see
Advertisement
Advertisement
JIISX vs VTSAX
JIISX vs VTSAX Comparison
Open Charts JIISX vs VTSAX
JPMorgan US Sustainable Leaders I
Price$77.83
Change-$1.10 (-1.39%)
VolumeN/A
Net Assets261.1M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
JIISX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JIISX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. JIISX (261M). VTSAX pays higher dividends than JIISX: VTSAX (1.28) vs JIISX (0.76). JIISX was incepted earlier than VTSAX: JIISX (22 years) vs VTSAX (25 years). JIISX (0.74) is less costly to investors than VTSAX (0.04). JIISX is a more actively managed with annual turnover of: 25.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JIISX: VTSAX (3000) vs JIISX (1000000). VTSAX (10.07) and JIISX (9.62) have marching annual gain over last year. JIISX (94.20) and VTSAX (91.40) have equivalent 5 years return.
| JIISX | VTSAX | JIISX / VTSAX | |
| Total Expense Ratio | 0.39 | 0.04 | 975% |
| Annual Report Gross Expense Ratio | 0.74 | 0.04 | 1,850% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 1.858 | 1.365 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 1.82T | 0% |
| Annual Yield % from dividends | 0.76 | 1.28 | 59% |
| Returns for 1 year | 9.62 | 10.07 | 96% |
| Returns for 3 years | 66.25 | 57.61 | 115% |
| Returns for 5 years | 94.20 | 91.40 | 103% |
| Returns for 10 years | 142.75 | 179.53 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement