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JIISX vs VTSMX
JIISX vs VTSMX Comparison
Open Charts JIISX vs VTSMX
JPMorgan US Sustainable Leaders I
Price$68.24
Change-$0.31 (-0.45%)
VolumeN/A
Net Assets225.66M
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
JIISX vs VTSMX Comparison Chart
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JIISX vs. VTSMX commentary
Apr 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. JIISX (226M). VTSMX pays higher dividends than JIISX: VTSMX (1.25) vs JIISX (0.79). 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 : 4.59 vs. JIISX (4.04). VTSMX return over 5 years is better than : 81.35 vs. JIISX (76.80).
| 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 | -11.937 | -10.648 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 1.7T | 0% |
| Annual Yield % from dividends | 0.79 | 1.25 | 63% |
| Returns for 1 year | 4.04 | 4.59 | 88% |
| Returns for 3 years | 22.75 | 17.80 | 128% |
| Returns for 5 years | 76.80 | 81.35 | 94% |
| Returns for 10 years | 112.25 | 146.23 | 77% |