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JIIGX vs VTSMX
JIIGX vs VTSMX Comparison
Open Charts JIIGX vs VTSMX
JPMorgan US Sustainable Leaders R6
Price$84.68
Change+$0.22 (+0.26%)
VolumeN/A
Net Assets283.14M
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
JIIGX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. JIIGX (283M). VTSMX pays higher dividends than JIIGX: VTSMX (1.07) vs JIIGX (0.73). JIIGX was incepted earlier than VTSMX: JIIGX (5 years) vs VTSMX (33 years). JIIGX (0.49) is less costly to investors than VTSMX (0.14). JIIGX is a more actively managed with annual turnover of: 25.00 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 : 18.03 vs. JIIGX (16.02).
| JIIGX | VTSMX | JIIGX / VTSMX | |
| Total Expense Ratio | 0.34 | 0.14 | 243% |
| Annual Report Gross Expense Ratio | 0.49 | 0.14 | 350% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 9.037 | 10.330 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 1.95T | 0% |
| Annual Yield % from dividends | 0.73 | 1.07 | 69% |
| Returns for 1 year | 16.02 | 18.03 | 89% |
| Returns for 3 years | 68.21 | 63.63 | 107% |
| Returns for 5 years | N/A | 84.94 | - |
| Returns for 10 years | N/A | 224.15 | - |
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