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JSRAX vs VTRVX
JSRAX vs VTRVX Comparison Chart in %
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JSRAX vs. VTRVX commentary
Aug 13, 2025
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 JSRAX is a Hold and VTRVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSRAX has more cash in the bank: 2.12B vs. VTRVX (108M). JSRAX pays higher dividends than VTRVX: JSRAX (3.45) vs VTRVX (2.08). JSRAX was incepted earlier than VTRVX: JSRAX (19 years) vs VTRVX (10 years). JSRAX (0.90) is less costly to investors than VTRVX (0.72). VTRVX is a more actively managed with annual turnover of: 67.00 vs. JSRAX (19.00). VTRVX initial investment is less costly to investors than JSRAX (5%) vs JSRAX (5%). JSRAX has a lower initial minimum investment than VTRVX: JSRAX (500) vs VTRVX (1000). JSRAX annual gain was more profitable for investors over the last year : 9.26 vs. VTRVX (8.76). JSRAX return over 5 years is better than : 10.06 vs. VTRVX (9.19).
| JSRAX | VTRVX | JSRAX / VTRVX | |
| Total Expense Ratio | 0.69 | 0.65 | 106% |
| Annual Report Gross Expense Ratio | 0.90 | 0.72 | 125% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 7.255 | 7.021 | 103% |
| Front Load | 5% | 6% | 78% |
| Min. Initial Investment | 500 | 1000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 108M | 1,965% |
| Annual Yield % from dividends | 3.45 | 2.08 | 166% |
| Returns for 1 year | 9.26 | 8.76 | 106% |
| Returns for 3 years | 20.07 | 17.69 | 113% |
| Returns for 5 years | 10.06 | 9.19 | 109% |
| Returns for 10 years | 17.85 | N/A | - |
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