Interact to see
Advertisement
Advertisement
JUSYX vs VRTIX
JUSYX vs VRTIX Comparison
Open Charts JUSYX vs VRTIX
JPMorgan US Small Company R5
Price$19.83
Change+$0.25 (+1.28%)
VolumeN/A
Net Assets974.4M
Vanguard Russell 2000 Index I
Price$386.02
Change+$4.75 (+1.25%)
VolumeN/A
Net Assets13.58B
JUSYX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JUSYX vs. VRTIX commentary
Oct 27, 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: 13.6B vs. JUSYX (974M). 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: 104.00 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 : 13.71 vs. JUSYX (3.52). VRTIX return over 5 years is better than : 55.88 vs. JUSYX (13.26).
| 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 | 10.720 | 13.128 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 974M | 13.6B | 7% |
| Annual Yield % from dividends | 0.43 | 1.20 | 35% |
| Returns for 1 year | 3.52 | 13.71 | 26% |
| Returns for 3 years | 24.77 | 41.76 | 59% |
| Returns for 5 years | 13.26 | 55.88 | 24% |
| Returns for 10 years | N/A | 129.43 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KTBA | 22.00 | 0.88 | +4.17% |
| Structured Products Corp. | |||
| SPXX | 17.65 | 0.16 | +0.91% |
| Nuveen S&P 500 Dynamic Overwrite Fund | |||
| REVS | 28.21 | 0.11 | +0.41% |
| Columbia Research Enhanced Value ETF | |||
| EMDV | 46.21 | N/A | N/A |
| ProShares MSCI Emerg Mkts Div Growers | |||
| HEDJ | 52.01 | -0.05 | -0.10% |
| WisdomTree Europe Hedged Equity ETF | |||