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JICAX vs VTSMX
JICAX vs VTSMX Comparison
Open Charts JICAX vs VTSMX
JPMorgan US Sustainable Leaders A
Price$86.93
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets302.73M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
JICAX vs VTSMX Comparison Chart in %
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JICAX vs. VTSMX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. JICAX (303M). 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 (0.99) 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 : 11.43 vs. JICAX (9.15). VTSMX (77.17) and JICAX (76.83) 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 | 34 years | - |
| Gain YTD | 12.987 | 15.489 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 2.05T | 0% |
| Annual Yield % from dividends | 0.48 | 1.02 | 47% |
| Returns for 1 year | 9.15 | 11.43 | 80% |
| Returns for 3 years | 65.04 | 64.40 | 101% |
| Returns for 5 years | 76.83 | 77.17 | 100% |
| Returns for 10 years | 166.07 | 223.01 | 74% |
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