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JIISX vs VTSAX
JIISX vs VTSAX Comparison
Open Charts JIISX vs VTSAX
JPMorgan US Sustainable Leaders I
Price$87.95
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets302.73M
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
JIISX vs VTSAX Comparison Chart in %
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JIISX vs. VTSAX commentary
Dec 04, 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 Buy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. JIISX (303M). VTSAX pays higher dividends than JIISX: VTSAX (1.11) vs JIISX (0.66). JIISX was incepted earlier than VTSAX: JIISX (23 years) vs VTSAX (25 years). JIISX (0.74) is less costly to investors than VTSAX (0.04). JIISX is a more actively managed with annual turnover of: 71.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JIISX: VTSAX (3000) vs JIISX (1000000). VTSAX annual gain was more profitable for investors over the last year : 11.45 vs. JIISX (9.43). JIISX (78.74) and VTSAX (77.21) have equivalent 5 years return.
| JIISX | VTSAX | JIISX / VTSAX | |
| Total Expense Ratio | 0.39 | 0.04 | 975% |
| Annual Report Gross Expense Ratio | 0.74 | 0.04 | 1,850% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 13.253 | 15.513 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 2.05T | 0% |
| Annual Yield % from dividends | 0.66 | 1.11 | 60% |
| Returns for 1 year | 9.43 | 11.45 | 82% |
| Returns for 3 years | 65.89 | 64.46 | 102% |
| Returns for 5 years | 78.74 | 77.21 | 102% |
| Returns for 10 years | 171.39 | 223.73 | 77% |
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