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JIISX vs VTSMX
JIISX vs VTSMX Comparison
Open Charts JIISX vs VTSMX
JPMorgan US Sustainable Leaders I
Price$81.66
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets306.25M
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
JIISX vs VTSMX Comparison Chart in %
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JIISX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JIISX (306M). VTSMX pays higher dividends than JIISX: VTSMX (1.02) vs JIISX (0.66). JIISX was incepted earlier than VTSMX: JIISX (23 years) vs VTSMX (34 years). JIISX (0.72) is less costly to investors than VTSMX (0.14). JIISX is a more actively managed with annual turnover of: 71.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JIISX: VTSMX (3000) vs JIISX (1000000). VTSMX annual gain was more profitable for investors over the last year : 14.32 vs. JIISX (2.64). VTSMX return over 5 years is better than : 76.71 vs. JIISX (65.31).
| JIISX | VTSMX | JIISX / VTSMX | |
| Total Expense Ratio | 0.39 | 0.14 | 279% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 5.381 | 17.313 | 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 | 1.02 | 65% |
| Returns for 1 year | 2.64 | 14.32 | 18% |
| Returns for 3 years | 66.29 | 78.67 | 84% |
| Returns for 5 years | 65.31 | 76.71 | 85% |
| Returns for 10 years | 158.88 | 232.18 | 68% |
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