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JIIGX vs VTSMX
JIIGX vs VTSMX Comparison
Open Charts JIIGX vs VTSMX
JPMorgan US Sustainable Leaders R6
Price$86.41
Change+$0.50 (+0.58%)
VolumeN/A
Net Assets300.89M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
JIIGX vs VTSMX Comparison Chart in %
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JIIGX vs. VTSMX commentary
Oct 21, 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: 2.02T vs. JIIGX (301M). VTSMX pays higher dividends than JIIGX: VTSMX (1.04) vs JIIGX (0.71). JIIGX was incepted earlier than VTSMX: JIIGX (5 years) vs VTSMX (34 years). JIIGX (0.49) 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 : 13.79 vs. JIIGX (12.14). VTSMX (84.86) and JIIGX (83.75) have equivalent 5 years return.
| 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 | 34 years | - |
| Gain YTD | 11.554 | 13.012 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 2.02T | 0% |
| Annual Yield % from dividends | 0.71 | 1.04 | 68% |
| Returns for 1 year | 12.14 | 13.79 | 88% |
| Returns for 3 years | 81.28 | 76.02 | 107% |
| Returns for 5 years | 83.75 | 84.86 | 99% |
| Returns for 10 years | N/A | 225.10 | - |
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