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JIISX vs VTSMX
JIISX vs VTSMX Comparison
Open Charts JIISX vs VTSMX
JPMorgan US Sustainable Leaders I
Price$83.60
Change+$0.41 (+0.49%)
VolumeN/A
Net Assets280.61M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JIISX vs VTSMX Comparison Chart in %
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JIISX vs. VTSMX commentary
Jul 28, 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: 1.91T vs. JIISX (281M). 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 (17.75) and JIISX (17.17) have marching annual gain over last year. JIISX (93.68) and VTSMX (93.51) 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 | 7.885 | 8.287 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 1.91T | 0% |
| Annual Yield % from dividends | 0.72 | 1.12 | 64% |
| Returns for 1 year | 17.17 | 17.75 | 97% |
| Returns for 3 years | 66.02 | 60.60 | 109% |
| Returns for 5 years | 93.68 | 93.51 | 100% |
| Returns for 10 years | 160.33 | 200.97 | 80% |
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