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JICAX vs VTSMX
JICAX vs VTSMX Comparison
Open Charts JICAX vs VTSMX
JPMorgan US Sustainable Leaders A
Price$83.54
Change-$0.34 (-0.41%)
VolumeN/A
Net Assets283.14M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
JICAX vs VTSMX Comparison Chart in %
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JICAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. JICAX (283M). VTSMX pays higher dividends than JICAX: VTSMX (1.07) vs JICAX (0.50). JICAX was incepted earlier than VTSMX: JICAX (21 years) vs VTSMX (33 years). JICAX (0.99) is less costly to investors than VTSMX (0.14). JICAX is a more actively managed with annual turnover of: 25.00 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 : 18.03 vs. JICAX (15.67). VTSMX (84.94) and JICAX (82.84) have equivalent 5 years return.
| JICAX | VTSMX | JICAX / VTSMX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.99 | 0.14 | 707% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 8.819 | 10.330 | 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 | 1.07 | 47% |
| Returns for 1 year | 15.67 | 18.03 | 87% |
| Returns for 3 years | 67.24 | 63.63 | 106% |
| Returns for 5 years | 82.84 | 84.94 | 98% |
| Returns for 10 years | 172.84 | 224.15 | 77% |
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