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JICAX vs VTSAX
JICAX vs VTSAX Comparison
Open Charts JICAX vs VTSAX
JPMorgan US Sustainable Leaders A
Price$77.02
Change-$1.09 (-1.40%)
VolumeN/A
Net Assets257.41M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
JICAX vs VTSAX Comparison Chart
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JICAX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. JICAX (257M). VTSAX pays higher dividends than JICAX: VTSAX (1.28) vs JICAX (0.55). JICAX was incepted earlier than VTSAX: JICAX (20 years) vs VTSAX (25 years). JICAX (0.99) is less costly to investors than VTSAX (0.04). JICAX is a more actively managed with annual turnover of: 25.00 vs. VTSAX (2.00). JICAX has a lower initial minimum investment than VTSAX: JICAX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. JICAX (7.82). VTSAX (91.40) and JICAX (89.49) have equivalent 5 years return.
| JICAX | VTSAX | JICAX / VTSAX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.99 | 0.04 | 2,475% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 0.326 | 1.365 | 24% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 1.82T | 0% |
| Annual Yield % from dividends | 0.55 | 1.28 | 43% |
| Returns for 1 year | 7.82 | 10.07 | 78% |
| Returns for 3 years | 63.08 | 57.61 | 110% |
| Returns for 5 years | 89.49 | 91.40 | 98% |
| Returns for 10 years | 134.69 | 179.53 | 75% |
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