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JUSMX vs VRTIX
JUSMX vs VRTIX Comparison
Open Charts JUSMX vs VRTIX
JUSMX vs VRTIX Comparison Chart in %
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JUSMX vs. VRTIX commentary
Sep 12, 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: 17.9B vs. JUSMX (1.12B). VRTIX pays higher dividends than JUSMX: VRTIX (1.10) vs JUSMX (0.37). 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 : 23.24 vs. JUSMX (15.95). VRTIX return over 5 years is better than : 33.59 vs. JUSMX (-5.17).
| 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 | 19.174 | 18.242 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 17.9B | 6% |
| Annual Yield % from dividends | 0.37 | 1.10 | 33% |
| Returns for 1 year | 15.95 | 23.24 | 69% |
| Returns for 3 years | 36.91 | 59.34 | 62% |
| Returns for 5 years | -5.17 | 33.59 | -15% |
| Returns for 10 years | 38.07 | 146.51 | 26% |
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