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JIISX vs VTSAX
JIISX vs VTSAX Comparison
Open Charts JIISX vs VTSAX
JPMorgan US Sustainable Leaders I
Price$86.41
Change+$0.50 (+0.58%)
VolumeN/A
Net Assets300.89M
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
JIISX vs VTSAX Comparison Chart in %
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JIISX vs. VTSAX commentary
Oct 19, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. JIISX (301M). VTSAX pays higher dividends than JIISX: VTSAX (1.13) vs JIISX (0.67). 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 : 13.81 vs. JIISX (12.07). VTSAX (84.90) and JIISX (83.42) 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 | 11.511 | 13.023 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 2.02T | 0% |
| Annual Yield % from dividends | 0.67 | 1.13 | 59% |
| Returns for 1 year | 12.07 | 13.81 | 87% |
| Returns for 3 years | 81.15 | 76.08 | 107% |
| Returns for 5 years | 83.42 | 84.90 | 98% |
| Returns for 10 years | 176.97 | 225.85 | 78% |
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