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JSEQX vs VRTIX
JSEQX vs VRTIX Comparison
Open Charts JSEQX vs VRTIX
JSEQX vs VRTIX Comparison Chart in %
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JSEQX 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 JSEQX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. JSEQX (2.68B). VRTIX pays higher dividends than JSEQX: VRTIX (1.12) vs JSEQX (0.27). JSEQX was incepted earlier than VRTIX: JSEQX (10 years) vs VRTIX (16 years). JSEQX (0.99) is less costly to investors than VRTIX (0.05). JSEQX is a more actively managed with annual turnover of: 52.00 vs. VRTIX (14.00). JSEQX has a lower initial minimum investment than VRTIX: JSEQX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.01 vs. JSEQX (-7.20). VRTIX return over 5 years is better than : 34.10 vs. JSEQX (-35.30).
| JSEQX | VRTIX | JSEQX / VRTIX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 10.532 | 18.455 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.68B | 18.6B | 14% |
| Annual Yield % from dividends | 0.27 | 1.12 | 24% |
| Returns for 1 year | -7.20 | 33.01 | -22% |
| Returns for 3 years | -8.65 | 48.81 | -18% |
| Returns for 5 years | -35.30 | 34.10 | -104% |
| Returns for 10 years | N/A | 154.24 | - |
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