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JIIGX vs VTSMX
JIIGX vs VTSMX Comparison
Open Charts JIIGX vs VTSMX
JPMorgan US Sustainable Leaders R6
Price$77.82
Change-$1.09 (-1.38%)
VolumeN/A
Net Assets257.41M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
JIIGX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JIIGX (257M). VTSMX pays higher dividends than JIIGX: VTSMX (1.18) vs JIIGX (0.80). 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 : 10.06 vs. JIIGX (8.15).
| 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 | 0.465 | 1.349 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 1.82T | 0% |
| Annual Yield % from dividends | 0.80 | 1.18 | 68% |
| Returns for 1 year | 8.15 | 10.06 | 81% |
| Returns for 3 years | 64.07 | 57.59 | 111% |
| Returns for 5 years | N/A | 91.36 | - |
| Returns for 10 years | N/A | 178.92 | - |
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