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JUSMX vs VRTIX
JUSMX vs VRTIX Comparison
Open Charts JUSMX vs VRTIX
JPMorgan US Small Company R6
Price$18.91
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets973.54M
Vanguard Russell 2000 Index I
Price$390.71
Change+$1.07 (+0.27%)
VolumeN/A
Net Assets14.25B
JUSMX vs VRTIX Comparison Chart in %
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JUSMX vs. VRTIX commentary
Dec 25, 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 JUSMX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. JUSMX (974M). VRTIX pays higher dividends than JUSMX: VRTIX (1.17) vs JUSMX (0.48). JUSMX was incepted earlier than VRTIX: JUSMX (14 years) vs VRTIX (15 years). JUSMX (0.72) is less costly to investors than VRTIX (0.07). JUSMX is a more actively managed with annual turnover of: 104.00 vs. VRTIX (14.00). VRTIX has a lower initial minimum investment than JUSMX: VRTIX (5000000) vs JUSMX (15000000). VRTIX annual gain was more profitable for investors over the last year : 13.07 vs. JUSMX (3.67). VRTIX return over 5 years is better than : 29.26 vs. JUSMX (-6.14).
| JUSMX | VRTIX | JUSMX / VRTIX | |
| Total Expense Ratio | 0.72 | 0.07 | 1,029% |
| Annual Report Gross Expense Ratio | 0.72 | 0.07 | 1,029% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 4.997 | 14.503 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 974M | 14.3B | 7% |
| Annual Yield % from dividends | 0.48 | 1.17 | 41% |
| Returns for 1 year | 3.67 | 13.07 | 28% |
| Returns for 3 years | 25.63 | 46.54 | 55% |
| Returns for 5 years | -6.14 | 29.26 | -21% |
| Returns for 10 years | 27.03 | 130.53 | 21% |
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