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VRTIX vs VSENX
VRTIX vs VSENX Comparison
Open Charts VRTIX vs VSENX
Vanguard Russell 2000 Index I
Price$360.95
Change-$0.14 (-0.04%)
VolumeN/A
Net Assets13.89B
JPMorgan Small Cap Equity R6
Price$50.20
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets3.17B
VRTIX vs VSENX Comparison Chart in %
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VRTIX vs. VSENX 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 VRTIX is a Hold and VSENX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. VSENX (3.17B). VRTIX pays higher dividends than VSENX: VRTIX (1.18) vs VSENX (0.53). VRTIX was incepted earlier than VSENX: VRTIX (15 years) vs VSENX (9 years). VSENX (0.75) is less costly to investors than VRTIX (0.07). VSENX is a more actively managed with annual turnover of: 52.00 vs. VRTIX (12.00). VRTIX has a lower initial minimum investment than VSENX: VRTIX (5000000) vs VSENX (15000000). VRTIX annual gain was more profitable for investors over the last year : 1.42 vs. VSENX (-18.73). VRTIX return over 5 years is better than : 33.82 vs. VSENX (-22.75).
| VRTIX | VSENX | VRTIX / VSENX | |
| Total Expense Ratio | 0.07 | 0.75 | 9% |
| Annual Report Gross Expense Ratio | 0.07 | 0.75 | 9% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 5.822 | -8.160 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 3.17B | 438% |
| Annual Yield % from dividends | 1.18 | 0.53 | 225% |
| Returns for 1 year | 1.42 | -18.73 | -8% |
| Returns for 3 years | 28.59 | -12.26 | -233% |
| Returns for 5 years | 33.82 | -22.75 | -149% |
| Returns for 10 years | 108.92 | N/A | - |
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