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JIISX vs VTSAX
JIISX vs VTSAX Comparison
Open Charts JIISX vs VTSAX
JPMorgan US Sustainable Leaders I
Price$76.09
Change-$0.21 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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JIISX vs VTSAX Comparison Chart
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JIISX vs. VTSAX commentary
Sep 21, 2024
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: 1.72T vs. JIISX (232M). 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 : 31.14 vs. VTSAX (25.89). VTSAX (82.99) and JIISX (81.51) have equivalent 5 years return.
| 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 | 20.589 | 16.921 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 1.72T | 0% |
| Annual Yield % from dividends | 0.88 | 1.35 | 65% |
| Returns for 1 year | 31.14 | 25.89 | 120% |
| Returns for 3 years | 22.38 | 21.34 | 105% |
| Returns for 5 years | 81.51 | 82.99 | 98% |
| Returns for 10 years | 141.78 | 179.72 | 79% |