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JIISX vs VTSMX
JIISX vs VTSMX Comparison
Open Charts JIISX vs VTSMX
JPMorgan US Sustainable Leaders I
Price$78.82
Change+$0.78 (+1.00%)
VolumeN/A
Net Assets241.35M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
JIISX vs VTSMX Comparison Chart
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JIISX vs. VTSMX commentary
Jan 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. JIISX (241M). VTSMX pays higher dividends than JIISX: VTSMX (1.26) vs JIISX (0.88). JIISX was incepted earlier than VTSMX: JIISX (22 years) vs VTSMX (33 years). JIISX is a more actively managed with annual turnover of: 39.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JIISX: VTSMX (3000) vs JIISX (1000000). JIISX annual gain was more profitable for investors over the last year : 27.03 vs. VTSMX (25.24). JIISX return over 5 years is better than : 82.32 vs. VTSMX (76.07).
| JIISX | VTSMX | JIISX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 1.716 | 2.241 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 1.78T | 0% |
| Annual Yield % from dividends | 0.88 | 1.26 | 70% |
| Returns for 1 year | 27.03 | 25.24 | 107% |
| Returns for 3 years | 32.06 | 28.94 | 111% |
| Returns for 5 years | 82.32 | 76.07 | 108% |
| Returns for 10 years | 156.56 | 194.99 | 80% |
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