Interact to see
Advertisement
Advertisement
VRTIX vs VSENX
VRTIX vs VSENX Comparison
Open Charts VRTIX vs VSENX
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
JPMorgan Small Cap Equity R6
Price$53.36
Change+$0.64 (+1.21%)
VolumeN/A
Net Assets3.32B
VRTIX vs VSENX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VRTIX vs. VSENX commentary
Dec 05, 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 VRTIX is a StrongBuy and VSENX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. VSENX (3.32B). VRTIX pays higher dividends than VSENX: VRTIX (1.17) vs VSENX (0.52). VRTIX was incepted earlier than VSENX: VRTIX (15 years) vs VSENX (10 years). VSENX (0.75) is less costly to investors than VRTIX (0.07). VSENX is a more actively managed with annual turnover of: 52.00 vs. VRTIX (12.00). VRTIX has a lower initial minimum investment than VSENX: VRTIX (5000000) vs VSENX (15000000). VRTIX annual gain was more profitable for investors over the last year : 4.36 vs. VSENX (-16.69). VRTIX return over 5 years is better than : 35.02 vs. VSENX (-20.54).
| VRTIX | VSENX | VRTIX / VSENX | |
| Total Expense Ratio | 0.07 | 0.75 | 9% |
| Annual Report Gross Expense Ratio | 0.07 | 0.75 | 9% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 13.234 | -2.378 | -556% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 3.32B | 419% |
| Annual Yield % from dividends | 1.17 | 0.52 | 226% |
| Returns for 1 year | 4.36 | -16.69 | -26% |
| Returns for 3 years | 34.36 | -9.43 | -364% |
| Returns for 5 years | 35.02 | -20.54 | -171% |
| Returns for 10 years | 121.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement