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JUSPX vs VRTIX
JUSPX vs VRTIX Comparison
Open Charts JUSPX vs VRTIX
JPMorgan US Small Company R3
Price$18.53
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets992.37M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
JUSPX vs VRTIX Comparison Chart in %
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JUSPX vs. VRTIX commentary
Feb 04, 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 JUSPX is a Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. JUSPX (992M). VRTIX pays higher dividends than JUSPX: VRTIX (1.19) vs JUSPX (0.02). 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 (14.00). 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 : 17.71 vs. JUSPX (7.45). VRTIX return over 5 years is better than : 22.38 vs. JUSPX (-15.12).
| 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 | 6.924 | 6.757 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 992M | 14.3B | 7% |
| Annual Yield % from dividends | 0.02 | 1.19 | 2% |
| Returns for 1 year | 7.45 | 17.71 | 42% |
| Returns for 3 years | 14.39 | 35.16 | 41% |
| Returns for 5 years | -15.12 | 22.38 | -68% |
| Returns for 10 years | N/A | 180.76 | - |
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