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JIISX vs VTSMX
JIISX vs VTSMX Comparison
Open Charts JIISX vs VTSMX
JPMorgan US Sustainable Leaders I
Price$85.31
Change-$0.40 (-0.47%)
VolumeN/A
Net AssetsN/A
Vanguard Total Stock Mkt Idx I
Price$158.19
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
JIISX vs VTSMX Comparison Chart in %
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JIISX vs. VTSMX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
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 : 16.04 vs. JIISX (13.29). VTSMX (96.39) and JIISX (92.72) 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 | 10.608 | 12.863 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 1.95T | - |
| Annual Yield % from dividends | 0.69 | 1.07 | 65% |
| Returns for 1 year | 13.29 | 16.04 | 83% |
| Returns for 3 years | 81.93 | 79.91 | 103% |
| Returns for 5 years | 92.72 | 96.39 | 96% |
| Returns for 10 years | 197.23 | 249.73 | 79% |
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