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JSEZX vs VRTIX
JSEZX vs VRTIX Comparison
Open Charts JSEZX vs VRTIX
JSEZX vs VRTIX Comparison Chart in %
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JSEZX vs. VRTIX commentary
Jul 14, 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 JSEZX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. JSEZX (2.78B). VRTIX pays higher dividends than JSEZX: VRTIX (1.08) vs JSEZX (0.00). JSEZX was incepted earlier than VRTIX: JSEZX (18 years) vs VRTIX (16 years). JSEZX (1.54) is less costly to investors than VRTIX (0.05). JSEZX is a more actively managed with annual turnover of: 52.00 vs. VRTIX (14.00). JSEZX has a lower initial minimum investment than VRTIX: JSEZX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 33.72 vs. JSEZX (-14.66). VRTIX return over 5 years is better than : 37.70 vs. JSEZX (-45.90).
| JSEZX | VRTIX | JSEZX / VRTIX | |
| Total Expense Ratio | 1.49 | 0.05 | 2,980% |
| Annual Report Gross Expense Ratio | 1.54 | 0.05 | 3,080% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 10.710 | 20.296 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 18.6B | 15% |
| Annual Yield % from dividends | 0.00 | 1.08 | - |
| Returns for 1 year | -14.66 | 33.72 | -43% |
| Returns for 3 years | -17.04 | 56.10 | -30% |
| Returns for 5 years | -45.90 | 37.70 | -122% |
| Returns for 10 years | -19.54 | 157.61 | -12% |
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