Interact to see
Advertisement
Advertisement
JICAX vs VSMPX
JICAX vs VSMPX Comparison
Open Charts JICAX vs VSMPX
JPMorgan US Sustainable Leaders A
Price$77.02
Change-$1.09 (-1.40%)
VolumeN/A
Net Assets257.41M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
JICAX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JICAX vs. VSMPX commentary
Jun 16, 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 (257M). VSMPX pays higher dividends than JICAX: VSMPX (1.29) vs JICAX (0.55). 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 : 10.08 vs. JICAX (7.82). VSMPX (91.46) and JICAX (89.49) 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 | 0.326 | 1.374 | 24% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 1.82T | 0% |
| Annual Yield % from dividends | 0.55 | 1.29 | 42% |
| Returns for 1 year | 7.82 | 10.08 | 78% |
| Returns for 3 years | 63.08 | 57.66 | 109% |
| Returns for 5 years | 89.49 | 91.46 | 98% |
| Returns for 10 years | 134.69 | 170.67 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers