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JIISX vs VSMPX
JIISX vs VSMPX Comparison
Open Charts JIISX vs VSMPX
JPMorgan US Sustainable Leaders I
Price$80.63
Change-$0.67 (-0.82%)
VolumeN/A
Net Assets299.69M
Vanguard Total Stock Mkt Idx Instl Pls
Price$306.87
Change-$3.46 (-1.11%)
VolumeN/A
Net Assets2.06T
JIISX vs VSMPX Comparison Chart in %
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JIISX vs. VSMPX commentary
Dec 13, 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 JIISX is a Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. JIISX (300M). VSMPX pays higher dividends than JIISX: VSMPX (1.12) vs JIISX (0.66). JIISX was incepted earlier than VSMPX: JIISX (23 years) vs VSMPX (11 years). JIISX (0.72) is less costly to investors than VSMPX (0.02). JIISX is a more actively managed with annual turnover of: 71.00 vs. VSMPX (2.00). JIISX has a lower initial minimum investment than VSMPX: JIISX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 12.70 vs. JIISX (0.62). VSMPX return over 5 years is better than : 79.39 vs. JIISX (66.70).
| JIISX | VSMPX | JIISX / VSMPX | |
| Total Expense Ratio | 0.39 | 0.02 | 1,950% |
| Annual Report Gross Expense Ratio | 0.72 | 0.02 | 3,600% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 4.917 | 17.371 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 2.06T | 0% |
| Annual Yield % from dividends | 0.66 | 1.12 | 59% |
| Returns for 1 year | 0.62 | 12.70 | 5% |
| Returns for 3 years | 56.44 | 70.86 | 80% |
| Returns for 5 years | 66.70 | 79.39 | 84% |
| Returns for 10 years | 161.29 | 230.39 | 70% |
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