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JUSMX vs VRTIX
JUSMX vs VRTIX Comparison
Open Charts JUSMX vs VRTIX
JPMorgan US Small Company R6
Price$19.48
Change-$0.10 (-0.51%)
VolumeN/A
Net Assets967.56M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
JUSMX vs VRTIX Comparison Chart in %
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JUSMX 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 JUSMX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. JUSMX (968M). VRTIX pays higher dividends than JUSMX: VRTIX (1.20) 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 : 7.92 vs. JUSMX (-1.90). VRTIX return over 5 years is better than : 52.70 vs. JUSMX (11.28).
| 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 | 8.162 | 10.362 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 13.6B | 7% |
| Annual Yield % from dividends | 0.49 | 1.20 | 41% |
| Returns for 1 year | -1.90 | 7.92 | -24% |
| Returns for 3 years | 24.75 | 41.48 | 60% |
| Returns for 5 years | 11.28 | 52.70 | 21% |
| Returns for 10 years | 25.30 | 120.39 | 21% |
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