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JUSPX vs VRTIX
JUSPX vs VRTIX Comparison
Open Charts JUSPX vs VRTIX
JUSPX vs VRTIX Comparison Chart in %
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JUSPX vs. VRTIX commentary
Sep 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 JUSPX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. JUSPX (1.1B). VRTIX pays higher dividends than JUSPX: VRTIX (1.10) vs JUSPX (0.02). JUSPX was incepted earlier than VRTIX: JUSPX (10 years) vs VRTIX (16 years). JUSPX (1.22) is less costly to investors than VRTIX (0.05). JUSPX is a more actively managed with annual turnover of: 97.00 vs. VRTIX (14.00). 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 : 16.30 vs. JUSPX (9.14). VRTIX return over 5 years is better than : 30.30 vs. JUSPX (-11.57).
| JUSPX | VRTIX | JUSPX / VRTIX | |
| Total Expense Ratio | 1.22 | 0.05 | 2,440% |
| Annual Report Gross Expense Ratio | 1.22 | 0.05 | 2,440% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 16.734 | 15.843 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 17.9B | 6% |
| Annual Yield % from dividends | 0.02 | 1.10 | 2% |
| Returns for 1 year | 9.14 | 16.30 | 56% |
| Returns for 3 years | 34.31 | 58.46 | 59% |
| Returns for 5 years | -11.57 | 30.30 | -38% |
| Returns for 10 years | 26.67 | 143.51 | 19% |
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