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JUSYX vs VRTIX
JUSYX vs VRTIX Comparison
Open Charts JUSYX vs VRTIX
JPMorgan US Small Company R5
Price$19.56
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets997.22M
Vanguard Russell 2000 Index I
Price$406.87
Change+$2.85 (+0.71%)
VolumeN/A
Net Assets14.31B
JUSYX vs VRTIX Comparison Chart in %
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JUSYX vs. VRTIX commentary
Jan 15, 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 (997M). VRTIX pays higher dividends than JUSYX: VRTIX (1.25) vs JUSYX (0.34). 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 : 19.93 vs. JUSYX (9.68). VRTIX return over 5 years is better than : 27.09 vs. JUSYX (-8.93).
| 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 | 6.885 | 6.855 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 997M | 14.3B | 7% |
| Annual Yield % from dividends | 0.34 | 1.25 | 28% |
| Returns for 1 year | 9.68 | 19.93 | 49% |
| Returns for 3 years | 22.16 | 42.44 | 52% |
| Returns for 5 years | -8.93 | 27.09 | -33% |
| Returns for 10 years | N/A | 175.04 | - |
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