JIISX
Price
$82.19
Change
+$0.70 (+0.86%)
Updated
Jul 3 closing price
Net Assets
275.81M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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JIISX vs VTSMX

Header iconJIISX vs VTSMX Comparison
Open Charts JIISX vs VTSMXBanner chart's image
JPMorgan US Sustainable Leaders I
Price$82.19
Change+$0.70 (+0.86%)
VolumeN/A
Net Assets275.81M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JIISX vs VTSMX Comparison Chart in %
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JIISX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JIISX (276M). VTSMX pays higher dividends than JIISX: VTSMX (1.12) vs JIISX (0.72). JIISX was incepted earlier than VTSMX: JIISX (22 years) vs VTSMX (33 years). JIISX (0.74) is less costly to investors than VTSMX (0.14). JIISX is a more actively managed with annual turnover of: 25.00 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 : 13.89 vs. JIISX (12.19). VTSMX (95.59) and JIISX (95.24) have equivalent 5 years return.
JIISXVTSMXJIISX / VTSMX
Total Expense Ratio0.390.14279%
Annual Report Gross Expense Ratio0.740.14529%
Fund Existence22 years33 years-
Gain YTD6.0656.42194%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets276M1.82T0%
Annual Yield % from dividends0.721.1264%
Returns for 1 year12.1913.8988%
Returns for 3 years68.1862.08110%
Returns for 5 years95.2495.59100%
Returns for 10 years156.98198.0579%
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