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JUSYX vs VRTIX
JUSYX vs VRTIX Comparison
Open Charts JUSYX vs VRTIX
JPMorgan US Small Company R5
Price$19.58
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets990.84M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
JUSYX vs VRTIX Comparison Chart in %
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JUSYX 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 JUSYX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. JUSYX (991M). VRTIX pays higher dividends than JUSYX: VRTIX (1.19) vs JUSYX (0.33). JUSYX was incepted earlier than VRTIX: JUSYX (9 years) vs VRTIX (15 years). JUSYX (0.81) is less costly to investors than VRTIX (0.07). JUSYX is a more actively managed with annual turnover of: 104.00 vs. VRTIX (14.00). 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 : 17.71 vs. JUSYX (8.40). VRTIX return over 5 years is better than : 22.38 vs. JUSYX (-11.98).
| JUSYX | VRTIX | JUSYX / VRTIX | |
| Total Expense Ratio | 0.81 | 0.07 | 1,157% |
| Annual Report Gross Expense Ratio | 0.81 | 0.07 | 1,157% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 6.995 | 6.757 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 991M | 14.3B | 7% |
| Annual Yield % from dividends | 0.33 | 1.19 | 28% |
| Returns for 1 year | 8.40 | 17.71 | 47% |
| Returns for 3 years | 16.75 | 35.16 | 48% |
| Returns for 5 years | -11.98 | 22.38 | -54% |
| Returns for 10 years | N/A | 180.76 | - |
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