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JUSPX vs VRTIX
JUSPX vs VRTIX Comparison
Open Charts JUSPX vs VRTIX
JPMorgan US Small Company R3
Price$17.66
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets905.82M
Vanguard Russell 2000 Index I
Price$361.09
Change+$1.15 (+0.32%)
VolumeN/A
Net Assets13.89B
JUSPX vs VRTIX Comparison Chart in %
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JUSPX vs. VRTIX commentary
Nov 20, 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 JUSPX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. JUSPX (906M). VRTIX pays higher dividends than JUSPX: VRTIX (1.18) vs JUSPX (0.09). JUSPX was incepted earlier than VRTIX: JUSPX (9 years) vs VRTIX (15 years). JUSPX (1.22) is less costly to investors than VRTIX (0.07). JUSPX is a more actively managed with annual turnover of: 104.00 vs. VRTIX (12.00). JUSPX has a lower initial minimum investment than VRTIX: JUSPX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 1.91 vs. JUSPX (-6.76). VRTIX return over 5 years is better than : 33.49 vs. JUSPX (-4.79).
| JUSPX | VRTIX | JUSPX / VRTIX | |
| Total Expense Ratio | 1.22 | 0.07 | 1,743% |
| Annual Report Gross Expense Ratio | 1.22 | 0.07 | 1,743% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 3.638 | 5.485 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 13.9B | 7% |
| Annual Yield % from dividends | 0.09 | 1.18 | 8% |
| Returns for 1 year | -6.76 | 1.91 | -354% |
| Returns for 3 years | 11.47 | 28.18 | 41% |
| Returns for 5 years | -4.79 | 33.49 | -14% |
| Returns for 10 years | N/A | 108.25 | - |
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