Interact to see
Advertisement
Advertisement
JIISX vs VTSAX
JIISX vs VTSAX Comparison
Open Charts JIISX vs VTSAX
JPMorgan US Sustainable Leaders I
Price$83.60
Change+$0.41 (+0.49%)
VolumeN/A
Net Assets280.61M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JIISX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JIISX vs. VTSAX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. JIISX (281M). VTSAX pays higher dividends than JIISX: VTSAX (1.21) vs JIISX (0.72). JIISX was incepted earlier than VTSAX: JIISX (22 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: 25.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than JIISX: VTSAX (3000) vs JIISX (1000000). VTSAX (17.75) and JIISX (17.17) have marching annual gain over last year. JIISX (93.68) and VTSAX (93.55) 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 | 22 years | 25 years | - |
| Gain YTD | 7.885 | 8.289 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 1.91T | 0% |
| Annual Yield % from dividends | 0.72 | 1.21 | 59% |
| Returns for 1 year | 17.17 | 17.75 | 97% |
| Returns for 3 years | 66.02 | 60.63 | 109% |
| Returns for 5 years | 93.68 | 93.55 | 100% |
| Returns for 10 years | 160.33 | 201.64 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LDVIX | 30.25 | 0.17 | +0.57% |
| AXS FTSE Vntr Cptl RetTrckr I | |||
| AFDGX | 55.81 | 0.29 | +0.52% |
| American Century Large Cap Equity R5 | |||
| DYGAX | 14.82 | 0.04 | +0.27% |
| Meeder Dynamic Allocation Adviser | |||
| ETNHX | 34.00 | -0.01 | -0.03% |
| Eventide Healthcare & Life Sciences N | |||
| RERFX | 61.53 | -0.33 | -0.53% |
| American Funds EUPAC R5 | |||