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JTUAX vs VRTIX
JTUAX vs VRTIX Comparison
Open Charts JTUAX vs VRTIX
JPMorgan US Small Company A
Price$18.50
Change+$0.17 (+0.93%)
VolumeN/A
Net Assets959.2M
Vanguard Russell 2000 Index I
Price$373.52
Change+$3.58 (+0.97%)
VolumeN/A
Net Assets12.87B
JTUAX vs VRTIX Comparison Chart in %
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JTUAX vs. VRTIX commentary
Sep 27, 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 JTUAX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. JTUAX (959M). VRTIX pays higher dividends than JTUAX: VRTIX (1.17) vs JTUAX (0.11). JTUAX was incepted earlier than VRTIX: JTUAX (18 years) vs VRTIX (15 years). JTUAX (1.23) is less costly to investors than VRTIX (0.07). JTUAX is a more actively managed with annual turnover of: 61.00 vs. VRTIX (12.00). JTUAX has a lower initial minimum investment than VRTIX: JTUAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 9.52 vs. JTUAX (-1.11). VRTIX return over 5 years is better than : 66.33 vs. JTUAX (19.90).
| JTUAX | VRTIX | JTUAX / VRTIX | |
| Total Expense Ratio | 1.19 | 0.07 | 1,700% |
| Annual Report Gross Expense Ratio | 1.23 | 0.07 | 1,757% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 6.261 | 8.416 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 959M | 12.9B | 7% |
| Annual Yield % from dividends | 0.11 | 1.17 | 10% |
| Returns for 1 year | -1.11 | 9.52 | -12% |
| Returns for 3 years | 29.67 | 46.95 | 63% |
| Returns for 5 years | 19.90 | 66.33 | 30% |
| Returns for 10 years | 25.66 | 132.47 | 19% |
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