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JSCZX vs VRTIX
JSCZX vs VRTIX Comparison
Open Charts JSCZX vs VRTIX
JPMorgan US Small Company R2
Price$17.72
Change-$0.10 (-0.56%)
VolumeN/A
Net Assets967.56M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
JSCZX vs VRTIX Comparison Chart in %
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JSCZX vs. VRTIX commentary
Oct 18, 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 JSCZX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. JSCZX (968M). VRTIX pays higher dividends than JSCZX: VRTIX (1.20) vs JSCZX (0.00). JSCZX was incepted earlier than VRTIX: JSCZX (14 years) vs VRTIX (15 years). JSCZX (1.49) is less costly to investors than VRTIX (0.07). JSCZX is a more actively managed with annual turnover of: 104.00 vs. VRTIX (12.00). JSCZX has a lower initial minimum investment than VRTIX: JSCZX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 7.92 vs. JSCZX (-3.33). VRTIX return over 5 years is better than : 52.70 vs. JSCZX (4.74).
| JSCZX | VRTIX | JSCZX / VRTIX | |
| Total Expense Ratio | 1.49 | 0.07 | 2,129% |
| Annual Report Gross Expense Ratio | 1.49 | 0.07 | 2,129% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 7.459 | 10.362 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 13.6B | 7% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -3.33 | 7.92 | -42% |
| Returns for 3 years | 21.45 | 41.48 | 52% |
| Returns for 5 years | 4.74 | 52.70 | 9% |
| Returns for 10 years | 13.16 | 120.39 | 11% |
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