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JIIGX vs VTSAX
JIIGX vs VTSAX Comparison
Open Charts JIIGX vs VTSAX
JPMorgan US Sustainable Leaders R6
Price$88.26
Change+$0.31 (+0.35%)
VolumeN/A
Net Assets304.19M
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
JIIGX vs VTSAX Comparison Chart in %
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JIIGX vs. VTSAX 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 JIIGX is a Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. JIIGX (304M). VTSAX pays higher dividends than JIIGX: VTSAX (1.11) vs JIIGX (0.70). JIIGX was incepted earlier than VTSAX: JIIGX (5 years) vs VTSAX (25 years). JIIGX (0.49) is less costly to investors than VTSAX (0.04). JIIGX is a more actively managed with annual turnover of: 71.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JIIGX: VTSAX (3000) vs JIIGX (15000000). VTSAX annual gain was more profitable for investors over the last year : 11.45 vs. JIIGX (9.46). JIIGX (79.03) and VTSAX (77.21) have equivalent 5 years return.
| JIIGX | VTSAX | JIIGX / VTSAX | |
| Total Expense Ratio | 0.34 | 0.04 | 850% |
| Annual Report Gross Expense Ratio | 0.49 | 0.04 | 1,225% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 13.297 | 15.513 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 2.05T | 0% |
| Annual Yield % from dividends | 0.70 | 1.11 | 63% |
| Returns for 1 year | 9.46 | 11.45 | 83% |
| Returns for 3 years | 66.02 | 64.46 | 102% |
| Returns for 5 years | 79.03 | 77.21 | 102% |
| Returns for 10 years | N/A | 223.73 | - |
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