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JIISX vs VTSMX
JIISX vs VTSMX Comparison
Open Charts JIISX vs VTSMX
JPMorgan US Sustainable Leaders I
Price$73.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets245.81M
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
JIISX vs VTSMX Comparison Chart
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JIISX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. JIISX (246M). VTSMX pays higher dividends than JIISX: VTSMX (1.26) vs JIISX (0.81). JIISX was incepted earlier than VTSMX: JIISX (22 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 : 8.01 vs. JIISX (7.17). VTSMX (89.29) and JIISX (88.51) 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 | 22 years | 33 years | - |
| Gain YTD | -4.878 | -3.965 | 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 | 1.26 | 64% |
| Returns for 1 year | 7.17 | 8.01 | 90% |
| Returns for 3 years | 45.22 | 40.15 | 113% |
| Returns for 5 years | 88.51 | 89.29 | 99% |
| Returns for 10 years | 128.67 | 165.40 | 78% |
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