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JIIGX vs VSMPX
JIIGX vs VSMPX Comparison
Open Charts JIIGX vs VSMPX
JPMorgan US Sustainable Leaders R6
Price$77.82
Change-$1.09 (-1.38%)
VolumeN/A
Net Assets257.41M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
JIIGX vs VSMPX Comparison Chart
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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. JIIGX (257M). VSMPX pays higher dividends than JIIGX: VSMPX (1.29) vs JIIGX (0.80). JIIGX was incepted earlier than VSMPX: JIIGX (5 years) vs VSMPX (10 years). JIIGX (0.49) is less costly to investors than VSMPX (0.02). JIIGX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). JIIGX has a lower initial minimum investment than VSMPX: JIIGX (15000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. JIIGX (8.15).
| JIIGX | VSMPX | JIIGX / VSMPX | |
| Total Expense Ratio | 0.34 | 0.02 | 1,700% |
| Annual Report Gross Expense Ratio | 0.49 | 0.02 | 2,450% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 0.465 | 1.374 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 1.82T | 0% |
| Annual Yield % from dividends | 0.80 | 1.29 | 62% |
| Returns for 1 year | 8.15 | 10.08 | 81% |
| Returns for 3 years | 64.07 | 57.66 | 111% |
| Returns for 5 years | N/A | 91.46 | - |
| Returns for 10 years | N/A | 170.67 | - |
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