Interact to see
Advertisement
Advertisement
JUSMX vs VRTIX
JUSMX vs VRTIX Comparison
Open Charts JUSMX vs VRTIX
JUSMX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JUSMX vs. VRTIX commentary
Aug 01, 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 JUSMX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. JUSMX (1.08B). VRTIX pays higher dividends than JUSMX: VRTIX (1.08) vs JUSMX (0.36). JUSMX was incepted earlier than VRTIX: JUSMX (15 years) vs VRTIX (16 years). JUSMX (0.72) is less costly to investors than VRTIX (0.05). JUSMX is a more actively managed with annual turnover of: 46.00 vs. VRTIX (14.00). 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 : 33.67 vs. JUSMX (25.09). VRTIX return over 5 years is better than : 34.77 vs. JUSMX (-3.86).
| JUSMX | VRTIX | JUSMX / VRTIX | |
| Total Expense Ratio | 0.72 | 0.05 | 1,440% |
| Annual Report Gross Expense Ratio | 0.72 | 0.05 | 1,440% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 20.315 | 19.044 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 18.6B | 6% |
| Annual Yield % from dividends | 0.36 | 1.08 | 33% |
| Returns for 1 year | 25.09 | 33.67 | 75% |
| Returns for 3 years | 29.93 | 49.55 | 60% |
| Returns for 5 years | -3.86 | 34.77 | -11% |
| Returns for 10 years | 43.91 | 155.50 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers