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JIMIX vs VWSTX
JIMIX vs VWSTX Comparison
Open Charts JIMIX vs VWSTX
JPMorgan Short-Interm Muncpl Bd I
Price$10.21
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets807.52M
Vanguard Ultra Short-Term Tx-Ex
Price$15.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets15.87B
JIMIX vs VWSTX Comparison Chart in %
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JIMIX vs. VWSTX commentary
Jul 08, 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 JIMIX is a Hold and VWSTX is a Hold.
FUNDAMENTALS
Fundamentals
VWSTX has more cash in the bank: 15.9B vs. JIMIX (808M). VWSTX pays higher dividends than JIMIX: VWSTX (3.17) vs JIMIX (3.02). JIMIX was incepted earlier than VWSTX: JIMIX (16 years) vs VWSTX (48 years). JIMIX (0.63) is less costly to investors than VWSTX (0.17). VWSTX is a more actively managed with annual turnover of: 91.00 vs. JIMIX (51.00). VWSTX has a lower initial minimum investment than JIMIX: VWSTX (3000) vs JIMIX (1000000). JIMIX annual gain was more profitable for investors over the last year : 3.98 vs. VWSTX (0.64). JIMIX return over 5 years is better than : 3.10 vs. VWSTX (-0.48).
| JIMIX | VWSTX | JIMIX / VWSTX | |
| Total Expense Ratio | 0.25 | 0.17 | 147% |
| Annual Report Gross Expense Ratio | 0.63 | 0.17 | 371% |
| Fund Existence | 16 years | 48 years | - |
| Gain YTD | 2.248 | 0.381 | 590% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 808M | 15.9B | 5% |
| Annual Yield % from dividends | 3.02 | 3.17 | 95% |
| Returns for 1 year | 3.98 | 0.64 | 626% |
| Returns for 3 years | 7.06 | 1.24 | 572% |
| Returns for 5 years | 3.10 | -0.48 | -643% |
| Returns for 10 years | 12.76 | 0.39 | 3,264% |
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