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JUSYX vs VRTIX
JUSYX vs VRTIX Comparison
Open Charts JUSYX vs VRTIX
JPMorgan US Small Company R5
Price$19.51
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets976.4M
Vanguard Russell 2000 Index I
Price$380.18
Change+$2.73 (+0.72%)
VolumeN/A
Net Assets12.87B
JUSYX vs VRTIX Comparison Chart in %
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JUSYX vs. VRTIX commentary
Oct 05, 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 JUSYX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. JUSYX (976M). VRTIX pays higher dividends than JUSYX: VRTIX (1.20) vs JUSYX (0.43). JUSYX was incepted earlier than VRTIX: JUSYX (9 years) vs VRTIX (15 years). JUSYX (0.82) is less costly to investors than VRTIX (0.07). JUSYX is a more actively managed with annual turnover of: 61.00 vs. VRTIX (12.00). JUSYX has a lower initial minimum investment than VRTIX: JUSYX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 14.02 vs. JUSYX (3.14). VRTIX return over 5 years is better than : 63.69 vs. JUSYX (19.77).
| JUSYX | VRTIX | JUSYX / VRTIX | |
| Total Expense Ratio | 0.82 | 0.07 | 1,171% |
| Annual Report Gross Expense Ratio | 0.82 | 0.07 | 1,171% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 8.934 | 11.417 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 976M | 12.9B | 8% |
| Annual Yield % from dividends | 0.43 | 1.20 | 35% |
| Returns for 1 year | 3.14 | 14.02 | 22% |
| Returns for 3 years | 24.85 | 41.29 | 60% |
| Returns for 5 years | 19.77 | 63.69 | 31% |
| Returns for 10 years | N/A | 128.38 | - |
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