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JUSMX vs VRTIX
JUSMX vs VRTIX Comparison
Open Charts JUSMX vs VRTIX
JPMorgan US Small Company R6
Price$19.00
Change-$0.55 (-2.81%)
VolumeN/A
Net Assets921.78M
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
JUSMX vs VRTIX Comparison Chart in %
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JUSMX vs. VRTIX commentary
Nov 14, 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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. JUSMX (922M). VRTIX pays higher dividends than JUSMX: VRTIX (1.18) vs JUSMX (0.49). 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 (12.00). 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 : 2.86 vs. JUSMX (-7.24). VRTIX return over 5 years is better than : 42.91 vs. JUSMX (2.84).
| 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 | 5.497 | 10.359 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 922M | 13.9B | 7% |
| Annual Yield % from dividends | 0.49 | 1.18 | 41% |
| Returns for 1 year | -7.24 | 2.86 | -254% |
| Returns for 3 years | 14.63 | 31.84 | 46% |
| Returns for 5 years | 2.84 | 42.91 | 7% |
| Returns for 10 years | 21.54 | 123.36 | 17% |
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