Ad is loading...
JIISX vs VTSAX
JIISX vs VTSAX Comparison
Open Charts JIISX vs VTSAX
JPMorgan US Sustainable Leaders I
Price$78.82
Change+$0.78 (+1.00%)
VolumeN/A
Net Assets241.35M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
JIISX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JIISX vs. VTSAX commentary
Jan 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 StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. JIISX (241M). VTSAX pays higher dividends than JIISX: VTSAX (1.35) vs JIISX (0.88). JIISX was incepted earlier than VTSAX: JIISX (22 years) vs VTSAX (24 years). JIISX is a more actively managed with annual turnover of: 39.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JIISX: VTSAX (3000) vs JIISX (1000000). JIISX annual gain was more profitable for investors over the last year : 27.03 vs. VTSAX (25.26). JIISX return over 5 years is better than : 82.32 vs. VTSAX (76.10).
| JIISX | VTSAX | JIISX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 1.716 | 2.241 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 1.78T | 0% |
| Annual Yield % from dividends | 0.88 | 1.35 | 65% |
| Returns for 1 year | 27.03 | 25.26 | 107% |
| Returns for 3 years | 32.06 | 28.96 | 111% |
| Returns for 5 years | 82.32 | 76.10 | 108% |
| Returns for 10 years | 156.56 | 195.63 | 80% |
View a ticker or compare two or three
VS
VS
Ad is loading...