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JIISX vs VTSAX
JIISX vs VTSAX Comparison
Open Charts JIISX vs VTSAX
JPMorgan US Sustainable Leaders I
Price$82.19
Change+$0.70 (+0.86%)
VolumeN/A
Net Assets275.81M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JIISX vs VTSAX Comparison Chart in %
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JIISX vs. VTSAX commentary
Jul 07, 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: 1.82T vs. JIISX (276M). 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 annual gain was more profitable for investors over the last year : 13.89 vs. JIISX (12.19). VTSAX (95.62) and JIISX (95.24) 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 | 6.065 | 6.416 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 1.82T | 0% |
| Annual Yield % from dividends | 0.72 | 1.21 | 59% |
| Returns for 1 year | 12.19 | 13.89 | 88% |
| Returns for 3 years | 68.18 | 62.12 | 110% |
| Returns for 5 years | 95.24 | 95.62 | 100% |
| Returns for 10 years | 156.98 | 198.69 | 79% |
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