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VRTIX vs VSENX
VRTIX vs VSENX Comparison
Open Charts VRTIX vs VSENX
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
JPMorgan Small Cap Equity R6
Price$52.84
Change-$0.51 (-0.96%)
VolumeN/A
Net Assets3.5B
VRTIX vs VSENX Comparison Chart in %
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VRTIX vs. VSENX commentary
Oct 08, 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 Buy and VSENX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. VSENX (3.5B). VRTIX pays higher dividends than VSENX: VRTIX (1.20) vs VSENX (0.52). 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: 19.00 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 : 13.81 vs. VSENX (-9.52). VRTIX return over 5 years is better than : 55.34 vs. VSENX (-9.52).
| 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 | 11.874 | -2.397 | -495% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 3.5B | 389% |
| Annual Yield % from dividends | 1.20 | 0.52 | 233% |
| Returns for 1 year | 13.81 | -9.52 | -145% |
| Returns for 3 years | 47.99 | 3.94 | 1,217% |
| Returns for 5 years | 55.34 | -9.52 | -581% |
| Returns for 10 years | 123.07 | N/A | - |
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