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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
Aug 25, 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: 17.5B vs. JUSPX (1.15B). VRTIX pays higher dividends than JUSPX: VRTIX (1.12) 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: 46.00 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 : 28.21 vs. JUSPX (19.65). VRTIX return over 5 years is better than : 37.28 vs. JUSPX (-6.96).
| 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 | 22.447 | 22.079 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 17.5B | 7% |
| Annual Yield % from dividends | 0.02 | 1.12 | 2% |
| Returns for 1 year | 19.65 | 28.21 | 70% |
| Returns for 3 years | 38.59 | 64.75 | 60% |
| Returns for 5 years | -6.96 | 37.28 | -19% |
| Returns for 10 years | N/A | 154.20 | - |
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