Interact to see
Advertisement
Advertisement
JIISX vs VTSMX
JIISX vs VTSMX Comparison
Open Charts JIISX vs VTSMX
JPMorgan US Sustainable Leaders I
Price$84.47
Change-$0.35 (-0.41%)
VolumeN/A
Net Assets284.09M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
JIISX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JIISX vs. VTSMX commentary
Sep 06, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. JIISX (284M). VTSMX pays higher dividends than JIISX: VTSMX (1.07) vs JIISX (0.69). JIISX was incepted earlier than VTSMX: JIISX (23 years) vs VTSMX (33 years). JIISX (0.74) is less costly to investors than VTSMX (0.14). JIISX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JIISX: VTSMX (3000) vs JIISX (1000000). VTSMX annual gain was more profitable for investors over the last year : 18.26 vs. JIISX (16.45). JIISX (85.54) and VTSMX (85.31) have equivalent 5 years return.
| JIISX | VTSMX | JIISX / VTSMX | |
| Total Expense Ratio | 0.39 | 0.14 | 279% |
| Annual Report Gross Expense Ratio | 0.74 | 0.14 | 529% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 9.459 | 10.550 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 1.95T | 0% |
| Annual Yield % from dividends | 0.69 | 1.07 | 65% |
| Returns for 1 year | 16.45 | 18.26 | 90% |
| Returns for 3 years | 68.80 | 63.95 | 108% |
| Returns for 5 years | 85.54 | 85.31 | 100% |
| Returns for 10 years | 179.48 | 224.80 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MDSKX | 26.23 | N/A | N/A |
| iShares Russell 2000 Small-Cap Idx Inv A | |||
| JRACX | 81.89 | N/A | N/A |
| Janus Henderson Research C | |||
| HWCAX | 31.73 | N/A | N/A |
| Hotchkis & Wiley Disciplined Value A | |||
| BCREX | 14.78 | N/A | N/A |
| BlackRock Real Estate Securities Inv C | |||
| TOTFX | 11.71 | N/A | N/A |
| Transamerica Mid Cap Value Opps R4 | |||