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JIISX vs VTSAX
JIISX vs VTSAX Comparison
Open Charts JIISX vs VTSAX
JPMorgan US Sustainable Leaders I
Price$81.66
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets306.25M
Vanguard Total Stock Mkt Idx Adm
Price$165.34
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
JIISX vs VTSAX Comparison Chart in %
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JIISX vs. VTSAX commentary
Dec 29, 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 StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. JIISX (306M). 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 (0.72) 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 : 14.33 vs. JIISX (2.64). VTSAX return over 5 years is better than : 76.73 vs. JIISX (65.31).
| 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 | 5.381 | 17.316 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 2.06T | 0% |
| Annual Yield % from dividends | 0.66 | 1.11 | 60% |
| Returns for 1 year | 2.64 | 14.33 | 18% |
| Returns for 3 years | 66.29 | 78.72 | 84% |
| Returns for 5 years | 65.31 | 76.73 | 85% |
| Returns for 10 years | 158.88 | 232.82 | 68% |
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