Interact to see
Advertisement
Advertisement
JSEQX vs VRTIX
JSEQX vs VRTIX Comparison
Open Charts JSEQX vs VRTIX
JSEQX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSEQX 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 JSEQX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 16.6B vs. JSEQX (2.91B). VRTIX pays higher dividends than JSEQX: VRTIX (1.07) vs JSEQX (0.28). JSEQX was incepted earlier than VRTIX: JSEQX (10 years) vs VRTIX (15 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 : 40.83 vs. JSEQX (-5.14). VRTIX return over 5 years is better than : 29.82 vs. JSEQX (-36.20).
| 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 | 15 years | - |
| Gain YTD | 8.318 | 17.423 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91B | 16.6B | 18% |
| Annual Yield % from dividends | 0.28 | 1.07 | 26% |
| Returns for 1 year | -5.14 | 40.83 | -13% |
| Returns for 3 years | -3.45 | 60.65 | -6% |
| Returns for 5 years | -36.20 | 29.82 | -121% |
| Returns for 10 years | N/A | 160.34 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers