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JIISX vs VTSAX
JIISX vs VTSAX Comparison
Open Charts JIISX vs VTSAX
JPMorgan US Sustainable Leaders I
Price$78.36
Change-$1.60 (-2.00%)
VolumeN/A
Net Assets241.69M
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
JIISX vs VTSAX Comparison Chart
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JIISX vs. VTSAX commentary
Feb 23, 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: 1.84T vs. JIISX (242M). 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 (18.43) and VTSAX (17.60) have marching annual gain over last year. JIISX (78.22) and VTSAX (74.84) 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 | 1.123 | 2.127 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 1.84T | 0% |
| Annual Yield % from dividends | 0.88 | 1.35 | 65% |
| Returns for 1 year | 18.43 | 17.60 | 105% |
| Returns for 3 years | 40.03 | 36.79 | 109% |
| Returns for 5 years | 78.22 | 74.84 | 105% |
| Returns for 10 years | 141.69 | 180.79 | 78% |
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