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JIISX vs VTSAX
JIISX vs VTSAX Comparison
Open Charts JIISX vs VTSAX
JPMorgan US Sustainable Leaders I
Price$84.47
Change-$0.35 (-0.41%)
VolumeN/A
Net Assets283.14M
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
JIISX vs VTSAX Comparison Chart in %
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JIISX vs. VTSAX commentary
Sep 07, 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: 1.95T vs. JIISX (283M). VTSAX pays higher dividends than JIISX: VTSAX (1.16) vs JIISX (0.69). JIISX was incepted earlier than VTSAX: JIISX (23 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 : 18.04 vs. JIISX (15.97). VTSAX (84.96) and JIISX (84.78) 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 | 23 years | 25 years | - |
| Gain YTD | 9.008 | 10.346 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 1.95T | 0% |
| Annual Yield % from dividends | 0.69 | 1.16 | 60% |
| Returns for 1 year | 15.97 | 18.04 | 89% |
| Returns for 3 years | 68.11 | 63.66 | 107% |
| Returns for 5 years | 84.78 | 84.96 | 100% |
| Returns for 10 years | 178.33 | 224.91 | 79% |
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