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IJSTX vs VRTIX
IJSTX vs VRTIX Comparison
Open Charts IJSTX vs VRTIX
IJSTX vs VRTIX Comparison Chart in %
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IJSTX vs. VRTIX commentary
Sep 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 IJSTX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. IJSTX (291M). VRTIX pays higher dividends than IJSTX: VRTIX (1.10) vs IJSTX (0.05). IJSTX was incepted earlier than VRTIX: IJSTX (24 years) vs VRTIX (16 years). IJSTX (1.29) is less costly to investors than VRTIX (0.05). IJSTX is a more actively managed with annual turnover of: 81.00 vs. VRTIX (14.00). IJSTX has a lower initial minimum investment than VRTIX: IJSTX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 26.09 vs. IJSTX (-1.98). VRTIX return over 5 years is better than : 31.25 vs. IJSTX (-33.19).
| IJSTX | VRTIX | IJSTX / VRTIX | |
| Total Expense Ratio | 1.29 | 0.05 | 2,580% |
| Annual Report Gross Expense Ratio | 1.29 | 0.05 | 2,580% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -3.449 | 19.507 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 17.5B | 2% |
| Annual Yield % from dividends | 0.05 | 1.10 | 5% |
| Returns for 1 year | -1.98 | 26.09 | -8% |
| Returns for 3 years | -0.13 | 55.57 | -0% |
| Returns for 5 years | -33.19 | 31.25 | -106% |
| Returns for 10 years | -22.65 | 146.02 | -16% |
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