Interact to see
Advertisement
Advertisement
JIIGX vs VTSMX
JIIGX vs VTSMX Comparison
Open Charts JIIGX vs VTSMX
JPMorgan US Sustainable Leaders R6
Price$81.63
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets306.25M
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
JIIGX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JIIGX vs. VTSMX commentary
Dec 28, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JIIGX (306M). VTSMX pays higher dividends than JIIGX: VTSMX (1.02) vs JIIGX (0.70). JIIGX was incepted earlier than VTSMX: JIIGX (5 years) vs VTSMX (34 years). JIIGX (0.47) is less costly to investors than VTSMX (0.14). JIIGX is a more actively managed with annual turnover of: 71.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JIIGX: VTSMX (3000) vs JIIGX (15000000). VTSMX annual gain was more profitable for investors over the last year : 14.32 vs. JIIGX (2.64). VTSMX return over 5 years is better than : 76.71 vs. JIIGX (65.53).
| JIIGX | VTSMX | JIIGX / VTSMX | |
| Total Expense Ratio | 0.34 | 0.14 | 243% |
| Annual Report Gross Expense Ratio | 0.47 | 0.14 | 336% |
| Fund Existence | 5 years | 34 years | - |
| Gain YTD | 5.383 | 17.313 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 2.06T | 0% |
| Annual Yield % from dividends | 0.70 | 1.02 | 69% |
| Returns for 1 year | 2.64 | 14.32 | 18% |
| Returns for 3 years | 66.45 | 78.67 | 84% |
| Returns for 5 years | 65.53 | 76.71 | 85% |
| Returns for 10 years | N/A | 232.18 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PAEIX | 16.34 | 0.04 | +0.25% |
| T. Rowe Price Overseas Stock Advisor | |||
| IVGTX | 11.21 | 0.02 | +0.18% |
| VY® Morgan Stanley Global Franchise S | |||
| DIISX | 25.02 | 0.02 | +0.08% |
| BNY Mellon International Stock Index Inv | |||
| NBHEX | 15.70 | N/A | N/A |
| Neuberger Equity Income E | |||
| QCACX | 45.23 | -0.03 | -0.07% |
| Federated Hermes MDT All Cap Core C | |||