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JOSSX vs VRTIX
JOSSX vs VRTIX Comparison
Open Charts JOSSX vs VRTIX
JOSSX vs VRTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. JOSSX (159M). VRTIX pays higher dividends than JOSSX: VRTIX (1.07) vs JOSSX (0.30). JOSSX was incepted earlier than VRTIX: JOSSX (3 years) vs VRTIX (16 years). JOSSX (1.15) is less costly to investors than VRTIX (0.05). JOSSX is a more actively managed with annual turnover of: 29.15 vs. VRTIX (14.00). JOSSX has a lower initial minimum investment than VRTIX: JOSSX (2000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 41.81 vs. JOSSX (10.44).
| JOSSX | VRTIX | JOSSX / VRTIX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.15 | 0.05 | 2,300% |
| Fund Existence | 3 years | 16 years | - |
| Gain YTD | 7.218 | 20.296 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 17.5B | 1% |
| Annual Yield % from dividends | 0.30 | 1.07 | 28% |
| Returns for 1 year | 10.44 | 41.81 | 25% |
| Returns for 3 years | N/A | 65.63 | - |
| Returns for 5 years | N/A | 31.53 | - |
| Returns for 10 years | N/A | 175.69 | - |
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