Interact to see
Advertisement
Advertisement
JIISX vs VTSMX
JIISX vs VTSMX Comparison
Open Charts JIISX vs VTSMX
JPMorgan US Sustainable Leaders I
Price$79.71
Change-$7.40 (-8.50%)
VolumeN/A
Net Assets299.42M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
JIISX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JIISX vs. VTSMX commentary
Feb 04, 2026
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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JIISX (299M). VTSMX pays higher dividends than JIISX: VTSMX (1.00) vs JIISX (0.57). 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 : 14.79 vs. JIISX (1.98). VTSMX return over 5 years is better than : 68.19 vs. JIISX (55.59).
| 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 | -1.129 | 1.373 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 2.06T | 0% |
| Annual Yield % from dividends | 0.57 | 1.00 | 57% |
| Returns for 1 year | 1.98 | 14.79 | 13% |
| Returns for 3 years | 49.36 | 63.99 | 77% |
| Returns for 5 years | 55.59 | 68.19 | 82% |
| Returns for 10 years | 184.17 | 270.18 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers