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JUSYX vs VRTIX
JUSYX vs VRTIX Comparison
Open Charts JUSYX vs VRTIX
JPMorgan US Small Company R5
Price$18.65
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets909.03M
Vanguard Russell 2000 Index I
Price$360.95
Change-$0.14 (-0.04%)
VolumeN/A
Net Assets13.89B
JUSYX vs VRTIX Comparison Chart in %
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JUSYX 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 JUSYX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. JUSYX (909M). VRTIX pays higher dividends than JUSYX: VRTIX (1.18) vs JUSYX (0.42). 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 : 1.42 vs. JUSYX (-6.76). VRTIX return over 5 years is better than : 33.82 vs. JUSYX (-1.13).
| 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 | 4.132 | 5.822 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 909M | 13.9B | 7% |
| Annual Yield % from dividends | 0.42 | 1.18 | 36% |
| Returns for 1 year | -6.76 | 1.42 | -477% |
| Returns for 3 years | 13.19 | 28.59 | 46% |
| Returns for 5 years | -1.13 | 33.82 | -3% |
| Returns for 10 years | N/A | 108.92 | - |
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