Interact to see
Advertisement
Advertisement
JIISX vs VTSAX
JIISX vs VTSAX Comparison
Open Charts JIISX vs VTSAX
JPMorgan US Sustainable Leaders I
Price$79.71
Change-$7.40 (-8.50%)
VolumeN/A
Net Assets299.42M
Vanguard Total Stock Mkt Idx Adm
Price$165.45
Change+$4.47 (+2.78%)
VolumeN/A
Net Assets2.06T
JIISX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JIISX vs. VTSAX 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 JIISX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. JIISX (299M). VTSAX pays higher dividends than JIISX: VTSAX (1.09) vs JIISX (0.57). JIISX was incepted earlier than VTSAX: JIISX (23 years) vs VTSAX (25 years). JIISX (0.72) 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 : 14.80 vs. JIISX (1.98). VTSAX return over 5 years is better than : 68.23 vs. JIISX (55.59).
| JIISX | VTSAX | JIISX / VTSAX | |
| Total Expense Ratio | 0.39 | 0.04 | 975% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -1.129 | 1.379 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 2.06T | 0% |
| Annual Yield % from dividends | 0.57 | 1.09 | 52% |
| Returns for 1 year | 1.98 | 14.80 | 13% |
| Returns for 3 years | 49.36 | 64.03 | 77% |
| Returns for 5 years | 55.59 | 68.23 | 81% |
| Returns for 10 years | 184.17 | 270.92 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers