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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: 18.6B vs. JOSSX (162M). VRTIX pays higher dividends than JOSSX: VRTIX (1.08) vs JOSSX (0.29). 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 : 33.72 vs. JOSSX (8.03).
| 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 | 9.973 | 20.296 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 18.6B | 1% |
| Annual Yield % from dividends | 0.29 | 1.08 | 27% |
| Returns for 1 year | 8.03 | 33.72 | 24% |
| Returns for 3 years | N/A | 56.10 | - |
| Returns for 5 years | N/A | 37.70 | - |
| Returns for 10 years | N/A | 157.61 | - |
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