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JIISX vs VTSAX
JIISX vs VTSAX Comparison
Open Charts JIISX vs VTSAX
JPMorgan US Sustainable Leaders I
Price$73.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets245.81M
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
JIISX vs VTSAX Comparison Chart
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JIISX vs. VTSAX commentary
May 10, 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: 1.72T vs. JIISX (246M). VTSAX pays higher dividends than JIISX: VTSAX (1.36) vs JIISX (0.81). 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 : 8.02 vs. JIISX (7.17). VTSAX (89.30) and JIISX (88.51) 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 | -4.878 | -3.962 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 1.72T | 0% |
| Annual Yield % from dividends | 0.81 | 1.36 | 59% |
| Returns for 1 year | 7.17 | 8.02 | 90% |
| Returns for 3 years | 45.22 | 40.17 | 113% |
| Returns for 5 years | 88.51 | 89.30 | 99% |
| Returns for 10 years | 128.67 | 165.99 | 78% |
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