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JUSPX vs VRTIX
JUSPX vs VRTIX Comparison
Open Charts JUSPX vs VRTIX
JPMorgan US Small Company R3
Price$18.36
Change-$0.10 (-0.54%)
VolumeN/A
Net Assets967.56M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
JUSPX vs VRTIX Comparison Chart in %
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JUSPX 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 JUSPX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. JUSPX (968M). VRTIX pays higher dividends than JUSPX: VRTIX (1.20) vs JUSPX (0.09). JUSPX was incepted earlier than VRTIX: JUSPX (9 years) vs VRTIX (15 years). JUSPX (1.22) is less costly to investors than VRTIX (0.07). JUSPX is a more actively managed with annual turnover of: 104.00 vs. VRTIX (12.00). JUSPX has a lower initial minimum investment than VRTIX: JUSPX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 7.92 vs. JUSPX (-2.81). VRTIX return over 5 years is better than : 52.70 vs. JUSPX (7.01).
| JUSPX | VRTIX | JUSPX / VRTIX | |
| Total Expense Ratio | 1.22 | 0.07 | 1,743% |
| Annual Report Gross Expense Ratio | 1.22 | 0.07 | 1,743% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 7.746 | 10.362 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 13.6B | 7% |
| Annual Yield % from dividends | 0.09 | 1.20 | 8% |
| Returns for 1 year | -2.81 | 7.92 | -35% |
| Returns for 3 years | 22.68 | 41.48 | 55% |
| Returns for 5 years | 7.01 | 52.70 | 13% |
| Returns for 10 years | N/A | 120.39 | - |
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