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JIISX vs VTSMX
JIISX vs VTSMX Comparison
Open Charts JIISX vs VTSMX
JPMorgan US Sustainable Leaders I
Price$87.95
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets302.73M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
JIISX vs VTSMX Comparison Chart in %
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JIISX vs. VTSMX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. JIISX (303M). 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 (0.74) 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 : 11.43 vs. JIISX (9.43). JIISX (78.74) and VTSMX (77.17) 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 | 23 years | 34 years | - |
| Gain YTD | 13.253 | 15.489 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 2.05T | 0% |
| Annual Yield % from dividends | 0.66 | 1.02 | 65% |
| Returns for 1 year | 9.43 | 11.43 | 82% |
| Returns for 3 years | 65.89 | 64.40 | 102% |
| Returns for 5 years | 78.74 | 77.17 | 102% |
| Returns for 10 years | 171.39 | 223.01 | 77% |
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