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JUSMX vs VRTIX
JUSMX vs VRTIX Comparison
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JUSMX vs VRTIX Comparison Chart in %
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JUSMX vs. VRTIX commentary
Aug 21, 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: 17.5B vs. JUSMX (1.16B). VRTIX pays higher dividends than JUSMX: VRTIX (1.12) 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 : 33.68 vs. JUSMX (25.93). VRTIX return over 5 years is better than : 42.52 vs. JUSMX (0.68).
| 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 | 23.574 | 22.679 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 17.5B | 7% |
| Annual Yield % from dividends | 0.37 | 1.12 | 33% |
| Returns for 1 year | 25.93 | 33.68 | 77% |
| Returns for 3 years | 42.75 | 65.07 | 66% |
| Returns for 5 years | 0.68 | 42.52 | 2% |
| Returns for 10 years | 43.52 | 155.74 | 28% |
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