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JIISX vs VTSAX
JIISX vs VTSAX Comparison
Open Charts JIISX vs VTSAX
JPMorgan US Sustainable Leaders I
Price$83.79
Change-$0.13 (-0.15%)
VolumeN/A
Net Assets281.83M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
JIISX vs VTSAX Comparison Chart in %
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JIISX vs. VTSAX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. JIISX (282M). VTSAX pays higher dividends than JIISX: VTSAX (1.18) vs JIISX (0.70). 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 annual gain was more profitable for investors over the last year : 16.22 vs. JIISX (14.34). VTSAX (85.86) and JIISX (84.94) 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 | 8.130 | 9.275 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 1.91T | 0% |
| Annual Yield % from dividends | 0.70 | 1.18 | 59% |
| Returns for 1 year | 14.34 | 16.22 | 88% |
| Returns for 3 years | 50.29 | 46.82 | 107% |
| Returns for 5 years | 84.94 | 85.86 | 99% |
| Returns for 10 years | 160.16 | 203.17 | 79% |
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