IJSAX
Price
$14.57
Change
+$0.27 (+1.89%)
Updated
Jun 18 closing price
Net Assets
310.76M
VRTIX
Price
$457.38
Change
+$8.36 (+1.86%)
Updated
Jun 18 closing price
Net Assets
17.53B
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IJSAX vs VRTIX

IJSAX vs VRTIX Comparison Chart in %
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IJSAX vs. VRTIX commentary
Jun 20, 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 IJSAX is a Hold and VRTIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. IJSAX (311M). VRTIX pays higher dividends than IJSAX: VRTIX (1.07) vs IJSAX (0.03). IJSAX was incepted earlier than VRTIX: IJSAX (22 years) vs VRTIX (16 years). IJSAX (1.49) is less costly to investors than VRTIX (0.05). IJSAX is a more actively managed with annual turnover of: 81.00 vs. VRTIX (14.00). IJSAX has a lower initial minimum investment than VRTIX: IJSAX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 41.22 vs. IJSAX (8.36). VRTIX return over 5 years is better than : 35.40 vs. IJSAX (-24.52).
IJSAXVRTIXIJSAX / VRTIX
Total Expense Ratio1.490.052,980%
Annual Report Gross Expense Ratio1.490.052,980%
Fund Existence22 years16 years-
Gain YTD15.63520.29677%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets311M17.5B2%
Annual Yield % from dividends0.031.073%
Returns for 1 year8.3641.2220%
Returns for 3 years11.9059.4220%
Returns for 5 years-24.5235.40-69%
Returns for 10 years-15.85168.56-9%
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