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JICAX vs VTSMX
JICAX vs VTSMX Comparison
Open Charts JICAX vs VTSMX
JPMorgan US Sustainable Leaders A
Price$80.68
Change+$0.23 (+0.29%)
VolumeN/A
Net Assets304.91M
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
JICAX vs VTSMX Comparison Chart in %
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JICAX vs. VTSMX commentary
Dec 25, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JICAX (305M). VTSMX pays higher dividends than JICAX: VTSMX (1.02) vs JICAX (0.48). JICAX was incepted earlier than VTSMX: JICAX (21 years) vs VTSMX (34 years). JICAX (0.97) is less costly to investors than VTSMX (0.14). JICAX is a more actively managed with annual turnover of: 71.00 vs. VTSMX (2.00). JICAX has a lower initial minimum investment than VTSMX: JICAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.42 vs. JICAX (2.28). VTSMX return over 5 years is better than : 76.81 vs. JICAX (63.54).
| JICAX | VTSMX | JICAX / VTSMX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.97 | 0.14 | 693% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 5.093 | 17.377 | 29% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 2.06T | 0% |
| Annual Yield % from dividends | 0.48 | 1.02 | 47% |
| Returns for 1 year | 2.28 | 14.42 | 16% |
| Returns for 3 years | 64.44 | 78.00 | 83% |
| Returns for 5 years | 63.54 | 76.81 | 83% |
| Returns for 10 years | 154.97 | 234.96 | 66% |
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