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JICAX vs VTSAX
JICAX vs VTSAX Comparison
Open Charts JICAX vs VTSAX
JPMorgan US Sustainable Leaders A
Price$83.54
Change-$0.34 (-0.41%)
VolumeN/A
Net Assets283.14M
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
JICAX vs VTSAX Comparison Chart in %
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JICAX vs. VTSAX commentary
Sep 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 JICAX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. JICAX (283M). VTSAX pays higher dividends than JICAX: VTSAX (1.16) vs JICAX (0.50). JICAX was incepted earlier than VTSAX: JICAX (21 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 : 18.04 vs. JICAX (15.67). VTSAX (84.96) and JICAX (82.84) 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 | 21 years | 25 years | - |
| Gain YTD | 8.819 | 10.346 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 1.95T | 0% |
| Annual Yield % from dividends | 0.50 | 1.16 | 43% |
| Returns for 1 year | 15.67 | 18.04 | 87% |
| Returns for 3 years | 67.24 | 63.66 | 106% |
| Returns for 5 years | 82.84 | 84.96 | 98% |
| Returns for 10 years | 172.84 | 224.91 | 77% |
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