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JICAX vs VSMPX
JICAX vs VSMPX Comparison
Open Charts JICAX vs VSMPX
JPMorgan US Sustainable Leaders A
Price$81.32
Change+$0.69 (+0.86%)
VolumeN/A
Net Assets275.81M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
JICAX vs VSMPX Comparison Chart in %
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JICAX vs. VSMPX commentary
Jul 07, 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 JICAX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. JICAX (276M). VSMPX pays higher dividends than JICAX: VSMPX (1.22) vs JICAX (0.52). JICAX was incepted earlier than VSMPX: JICAX (20 years) vs VSMPX (10 years). JICAX (0.99) is less costly to investors than VSMPX (0.02). JICAX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). JICAX has a lower initial minimum investment than VSMPX: JICAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. JICAX (11.91). VSMPX (95.69) and JICAX (93.19) have equivalent 5 years return.
| JICAX | VSMPX | JICAX / VSMPX | |
| Total Expense Ratio | 0.64 | 0.02 | 3,200% |
| Annual Report Gross Expense Ratio | 0.99 | 0.02 | 4,950% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 5.927 | 6.426 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 1.82T | 0% |
| Annual Yield % from dividends | 0.52 | 1.22 | 42% |
| Returns for 1 year | 11.91 | 13.90 | 86% |
| Returns for 3 years | 67.29 | 62.17 | 108% |
| Returns for 5 years | 93.19 | 95.69 | 97% |
| Returns for 10 years | 151.94 | 189.21 | 80% |
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