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JICAX vs VTSMX
JICAX vs VTSMX Comparison
Open Charts JICAX vs VTSMX
JPMorgan US Sustainable Leaders A
Price$84.84
Change+$0.48 (+0.57%)
VolumeN/A
Net Assets299.12M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
JICAX vs VTSMX Comparison Chart in %
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JICAX vs. VTSMX commentary
Sep 29, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. JICAX (299M). 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 : 15.63 vs. JICAX (12.71). VTSMX return over 5 years is better than : 96.53 vs. JICAX (90.87).
| 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 | 10.512 | 12.949 | 81% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 1.95T | 0% |
| Annual Yield % from dividends | 0.50 | 1.07 | 47% |
| Returns for 1 year | 12.71 | 15.63 | 81% |
| Returns for 3 years | 81.77 | 80.25 | 102% |
| Returns for 5 years | 90.87 | 96.53 | 94% |
| Returns for 10 years | 191.24 | 249.92 | 77% |
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