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JIISX vs VTSMX
JIISX vs VTSMX Comparison
Open Charts JIISX vs VTSMX
JPMorgan US Sustainable Leaders I
Price$86.41
Change+$0.50 (+0.58%)
VolumeN/A
Net Assets300.89M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
JIISX vs VTSMX Comparison Chart in %
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JIISX vs. VTSMX commentary
Oct 19, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. JIISX (301M). VTSMX pays higher dividends than JIISX: VTSMX (1.04) vs JIISX (0.67). JIISX was incepted earlier than VTSMX: JIISX (23 years) vs VTSMX (34 years). JIISX (0.74) is less costly to investors than VTSMX (0.14). JIISX is a more actively managed with annual turnover of: 71.00 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 : 13.79 vs. JIISX (12.07). VTSMX (84.86) and JIISX (83.42) 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 | 34 years | - |
| Gain YTD | 11.511 | 13.012 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 2.02T | 0% |
| Annual Yield % from dividends | 0.67 | 1.04 | 64% |
| Returns for 1 year | 12.07 | 13.79 | 88% |
| Returns for 3 years | 81.15 | 76.02 | 107% |
| Returns for 5 years | 83.42 | 84.86 | 98% |
| Returns for 10 years | 176.97 | 225.10 | 79% |
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