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JIIGX vs VTSMX
JIIGX vs VTSMX Comparison
Open Charts JIIGX vs VTSMX
JPMorgan US Sustainable Leaders R6
Price$87.34
Change-$1.56 (-1.75%)
VolumeN/A
Net Assets303M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
JIIGX vs VTSMX Comparison Chart in %
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JIIGX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. JIIGX (303M). 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 (0.49) 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 : 13.42 vs. JIIGX (12.07). JIIGX (84.45) and VTSMX (83.98) 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 | 14.769 | 15.972 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 2.05T | 0% |
| Annual Yield % from dividends | 0.70 | 1.02 | 68% |
| Returns for 1 year | 12.07 | 13.42 | 90% |
| Returns for 3 years | 71.49 | 68.22 | 105% |
| Returns for 5 years | 84.45 | 83.98 | 101% |
| Returns for 10 years | N/A | 235.40 | - |
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