JUSYX
Price
$19.93
Change
+$0.34 (+1.74%)
Updated
Dec 3 closing price
Net Assets
966.05M
VRTIX
Price
$386.38
Change
+$7.25 (+1.91%)
Updated
Dec 3 closing price
Net Assets
13.89B
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JUSYX vs VRTIX

Header iconJUSYX vs VRTIX Comparison
Open Charts JUSYX vs VRTIXBanner chart's image
JPMorgan US Small Company R5
Price$19.93
Change+$0.34 (+1.74%)
VolumeN/A
Net Assets966.05M
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
JUSYX vs VRTIX Comparison Chart in %
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JUSYX vs. VRTIX commentary
Dec 04, 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 JUSYX is a Buy and VRTIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. JUSYX (966M). VRTIX pays higher dividends than JUSYX: VRTIX (1.17) vs JUSYX (0.41). JUSYX was incepted earlier than VRTIX: JUSYX (9 years) vs VRTIX (15 years). JUSYX (0.82) is less costly to investors than VRTIX (0.07). JUSYX is a more actively managed with annual turnover of: 104.00 vs. VRTIX (12.00). JUSYX has a lower initial minimum investment than VRTIX: JUSYX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 1.83 vs. JUSYX (-6.29). VRTIX return over 5 years is better than : 35.85 vs. JUSYX (0.50).
JUSYXVRTIXJUSYX / VRTIX
Total Expense Ratio0.820.071,171%
Annual Report Gross Expense Ratio0.820.071,171%
Fund Existence9 years15 years-
Gain YTD9.60411.29485%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets966M13.9B7%
Annual Yield % from dividends0.411.1735%
Returns for 1 year-6.291.83-344%
Returns for 3 years16.4732.0651%
Returns for 5 years0.5035.851%
Returns for 10 yearsN/A118.08-
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