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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
Aug 03, 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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. JCCIX (1.95B). VRTIX pays higher dividends than JCCIX: VRTIX (1.12) vs JCCIX (0.07). JCCIX was incepted earlier than VRTIX: JCCIX (13 years) vs VRTIX (16 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 : 33.01 vs. JCCIX (24.79). VRTIX return over 5 years is better than : 34.10 vs. JCCIX (8.99).
| 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 | 13 years | 16 years | - |
| Gain YTD | 23.993 | 18.455 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 18.6B | 10% |
| Annual Yield % from dividends | 0.07 | 1.12 | 6% |
| Returns for 1 year | 24.79 | 33.01 | 75% |
| Returns for 3 years | 26.50 | 48.81 | 54% |
| Returns for 5 years | 8.99 | 34.10 | 26% |
| Returns for 10 years | 85.80 | 154.24 | 56% |
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