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JICAX vs VTSAX
JICAX vs VTSAX Comparison
Open Charts JICAX vs VTSAX
JPMorgan US Sustainable Leaders A
Price$82.70
Change+$0.40 (+0.49%)
VolumeN/A
Net Assets280.61M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JICAX vs VTSAX Comparison Chart in %
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JICAX vs. VTSAX commentary
Jul 27, 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: 1.91T vs. JICAX (281M). VTSAX pays higher dividends than JICAX: VTSAX (1.21) vs JICAX (0.52). 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 : 17.75 vs. JICAX (16.88). VTSAX (93.55) and JICAX (91.62) 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 | 7.724 | 8.289 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 1.91T | 0% |
| Annual Yield % from dividends | 0.52 | 1.21 | 43% |
| Returns for 1 year | 16.88 | 17.75 | 95% |
| Returns for 3 years | 65.17 | 60.63 | 107% |
| Returns for 5 years | 91.62 | 93.55 | 98% |
| Returns for 10 years | 155.16 | 201.64 | 77% |
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