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JIIGX vs VTSMX
JIIGX vs VTSMX Comparison
Open Charts JIIGX vs VTSMX
JPMorgan US Sustainable Leaders R6
Price$79.49
Change-$0.20 (-0.25%)
VolumeN/A
Net Assets298.79M
Vanguard Total Stock Mkt Idx I
Price$164.61
Change-$0.80 (-0.48%)
VolumeN/A
Net Assets2.06T
JIIGX vs VTSMX Comparison Chart in %
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JIIGX vs. VTSMX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JIIGX (299M). VTSMX pays higher dividends than JIIGX: VTSMX (1.00) vs JIIGX (0.62). 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 : 14.79 vs. JIIGX (2.05). VTSMX return over 5 years is better than : 68.19 vs. JIIGX (55.91).
| 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 | -1.117 | 1.373 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 2.06T | 0% |
| Annual Yield % from dividends | 0.62 | 1.00 | 61% |
| Returns for 1 year | 2.05 | 14.79 | 14% |
| Returns for 3 years | 49.60 | 63.99 | 78% |
| Returns for 5 years | 55.91 | 68.19 | 82% |
| Returns for 10 years | N/A | 270.18 | - |
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