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JCCIX vs VRTIX
JCCIX vs VRTIX Comparison
Open Charts JCCIX vs VRTIX
JCCIX vs VRTIX Comparison Chart in %
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JCCIX vs. VRTIX commentary
Jun 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 JCCIX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 16.6B vs. JCCIX (2.03B). VRTIX pays higher dividends than JCCIX: VRTIX (1.07) vs JCCIX (0.07). JCCIX was incepted earlier than VRTIX: JCCIX (12 years) vs VRTIX (15 years). JCCIX (0.99) is less costly to investors than VRTIX (0.05). JCCIX is a more actively managed with annual turnover of: 63.00 vs. VRTIX (14.00). JCCIX has a lower initial minimum investment than VRTIX: JCCIX (250000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 40.83 vs. JCCIX (22.81). VRTIX return over 5 years is better than : 29.82 vs. JCCIX (2.65).
| JCCIX | VRTIX | JCCIX / VRTIX | |
| Total Expense Ratio | 0.98 | 0.05 | 1,960% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 17.917 | 17.423 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 16.6B | 12% |
| Annual Yield % from dividends | 0.07 | 1.07 | 7% |
| Returns for 1 year | 22.81 | 40.83 | 56% |
| Returns for 3 years | 33.52 | 60.65 | 55% |
| Returns for 5 years | 2.65 | 29.82 | 9% |
| Returns for 10 years | 85.37 | 160.34 | 53% |
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