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JUSMX vs VRTIX
JUSMX vs VRTIX Comparison
Open Charts JUSMX vs VRTIX
JPMorgan US Small Company R6
Price$19.68
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets997.22M
Vanguard Russell 2000 Index I
Price$406.87
Change+$2.85 (+0.71%)
VolumeN/A
Net Assets14.31B
JUSMX vs VRTIX Comparison Chart in %
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JUSMX vs. VRTIX commentary
Jan 15, 2026
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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. JUSMX (997M). VRTIX pays higher dividends than JUSMX: VRTIX (1.25) vs JUSMX (0.44). 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 : 19.93 vs. JUSMX (9.84). VRTIX return over 5 years is better than : 27.09 vs. JUSMX (-8.33).
| 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 | 6.898 | 6.855 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 997M | 14.3B | 7% |
| Annual Yield % from dividends | 0.44 | 1.25 | 35% |
| Returns for 1 year | 9.84 | 19.93 | 49% |
| Returns for 3 years | 22.66 | 42.44 | 53% |
| Returns for 5 years | -8.33 | 27.09 | -31% |
| Returns for 10 years | 51.30 | 175.04 | 29% |
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