Interact to see
Advertisement
Advertisement
JIISX vs VTSMX
JIISX vs VTSMX Comparison
Open Charts JIISX vs VTSMX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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.
| JIISX | VTSMX | JIISX / VTSMX | |
| Total Expense Ratio | 0.39 | 0.14 | 279% |
| Annual Report Gross Expense Ratio | 0.74 | 0.14 | 529% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 6.065 | 6.421 | 94% |
| 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 | 1.12 | 64% |
| Returns for 1 year | 12.19 | 13.89 | 88% |
| Returns for 3 years | 68.18 | 62.08 | 110% |
| Returns for 5 years | 95.24 | 95.59 | 100% |
| Returns for 10 years | 156.98 | 198.05 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers