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
Aug 23, 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: 17.5B vs. JSEQX (2.66B). 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 : 33.16 vs. JSEQX (-5.79). VRTIX return over 5 years is better than : 41.82 vs. JSEQX (-32.47).
| 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 | 12.634 | 22.079 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 17.5B | 15% |
| Annual Yield % from dividends | 0.27 | 1.12 | 24% |
| Returns for 1 year | -5.79 | 33.16 | -17% |
| Returns for 3 years | -0.75 | 65.02 | -1% |
| Returns for 5 years | -32.47 | 41.82 | -78% |
| Returns for 10 years | N/A | 152.08 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement