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JUSMX vs VRTIX
JUSMX vs VRTIX Comparison
Open Charts JUSMX vs VRTIX
JPMorgan US Small Company R6
Price$19.51
Change-$0.25 (-1.27%)
VolumeN/A
Net Assets982.41M
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
JUSMX vs VRTIX Comparison Chart in %
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JUSMX vs. VRTIX commentary
Oct 08, 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 JUSMX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. JUSMX (982M). VRTIX pays higher dividends than JUSMX: VRTIX (1.20) vs JUSMX (0.49). JUSMX was incepted earlier than VRTIX: JUSMX (14 years) vs VRTIX (15 years). JUSMX (0.72) is less costly to investors than VRTIX (0.07). JUSMX is a more actively managed with annual turnover of: 61.00 vs. VRTIX (12.00). VRTIX has a lower initial minimum investment than JUSMX: VRTIX (5000000) vs JUSMX (15000000). VRTIX annual gain was more profitable for investors over the last year : 13.81 vs. JUSMX (3.45). VRTIX return over 5 years is better than : 55.34 vs. JUSMX (13.58).
| JUSMX | VRTIX | JUSMX / VRTIX | |
| Total Expense Ratio | 0.72 | 0.07 | 1,029% |
| Annual Report Gross Expense Ratio | 0.72 | 0.07 | 1,029% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 9.717 | 11.874 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 13.6B | 7% |
| Annual Yield % from dividends | 0.49 | 1.20 | 41% |
| Returns for 1 year | 3.45 | 13.81 | 25% |
| Returns for 3 years | 31.19 | 47.99 | 65% |
| Returns for 5 years | 13.58 | 55.34 | 25% |
| Returns for 10 years | 27.57 | 123.07 | 22% |
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