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JSEPX vs VRTIX
JSEPX vs VRTIX Comparison
Open Charts JSEPX vs VRTIX
JPMorgan Small Cap Equity R3
Price$38.97
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets3.38B
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
JSEPX vs VRTIX Comparison Chart in %
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JSEPX vs. VRTIX commentary
Oct 19, 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 JSEPX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. JSEPX (3.38B). VRTIX pays higher dividends than JSEPX: VRTIX (1.20) vs JSEPX (0.15). JSEPX was incepted earlier than VRTIX: JSEPX (9 years) vs VRTIX (15 years). JSEPX (1.25) is less costly to investors than VRTIX (0.07). JSEPX is a more actively managed with annual turnover of: 52.00 vs. VRTIX (12.00). JSEPX has a lower initial minimum investment than VRTIX: JSEPX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 7.92 vs. JSEPX (-16.98). VRTIX return over 5 years is better than : 52.70 vs. JSEPX (-22.68).
| JSEPX | VRTIX | JSEPX / VRTIX | |
| Total Expense Ratio | 1.25 | 0.07 | 1,786% |
| Annual Report Gross Expense Ratio | 1.25 | 0.07 | 1,786% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | -4.672 | 10.362 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 13.6B | 25% |
| Annual Yield % from dividends | 0.15 | 1.20 | 12% |
| Returns for 1 year | -16.98 | 7.92 | -214% |
| Returns for 3 years | -8.53 | 41.48 | -21% |
| Returns for 5 years | -22.68 | 52.70 | -43% |
| Returns for 10 years | N/A | 120.39 | - |
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