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JTUAX vs VRTIX
JTUAX vs VRTIX Comparison
Open Charts JTUAX vs VRTIX
JPMorgan US Small Company A
Price$18.58
Change-$0.11 (-0.59%)
VolumeN/A
Net Assets961.51M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
JTUAX vs VRTIX Comparison Chart in %
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JTUAX vs. VRTIX commentary
Oct 19, 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 JTUAX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. JTUAX (962M). VRTIX pays higher dividends than JTUAX: VRTIX (1.20) vs JTUAX (0.11). JTUAX was incepted earlier than VRTIX: JTUAX (18 years) vs VRTIX (15 years). JTUAX (1.23) is less costly to investors than VRTIX (0.07). JTUAX is a more actively managed with annual turnover of: 104.00 vs. VRTIX (12.00). JTUAX has a lower initial minimum investment than VRTIX: JTUAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 7.92 vs. JTUAX (-2.70). VRTIX return over 5 years is better than : 52.70 vs. JTUAX (7.48).
| JTUAX | VRTIX | JTUAX / VRTIX | |
| Total Expense Ratio | 1.19 | 0.07 | 1,700% |
| Annual Report Gross Expense Ratio | 1.23 | 0.07 | 1,757% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 7.710 | 10.362 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 13.6B | 7% |
| Annual Yield % from dividends | 0.11 | 1.20 | 9% |
| Returns for 1 year | -2.70 | 7.92 | -34% |
| Returns for 3 years | 22.94 | 41.48 | 55% |
| Returns for 5 years | 7.48 | 52.70 | 14% |
| Returns for 10 years | 18.14 | 120.39 | 15% |