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JICAX vs VTSMX
JICAX vs VTSMX Comparison
Open Charts JICAX vs VTSMX
JPMorgan US Sustainable Leaders A
Price$87.88
Change+$0.25 (+0.29%)
VolumeN/A
Net Assets307.74M
Vanguard Total Stock Mkt Idx I
Price$163.42
Change+$0.09 (+0.06%)
VolumeN/A
Net Assets2.05T
JICAX vs VTSMX Comparison Chart in %
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JICAX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. JICAX (308M). VTSMX pays higher dividends than JICAX: VTSMX (1.02) vs JICAX (0.47). 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 : 13.42 vs. JICAX (11.73). VTSMX (83.98) and JICAX (82.21) 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 | 14.472 | 15.972 | 91% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 2.05T | 0% |
| Annual Yield % from dividends | 0.47 | 1.02 | 47% |
| Returns for 1 year | 11.73 | 13.42 | 87% |
| Returns for 3 years | 70.48 | 68.22 | 103% |
| Returns for 5 years | 82.21 | 83.98 | 98% |
| Returns for 10 years | 180.92 | 235.40 | 77% |
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