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JSEPX vs VRTIX
JSEPX vs VRTIX Comparison
Open Charts JSEPX vs VRTIX
JPMorgan Small Cap Equity R3
Price$33.26
Change-$5.94 (-15.15%)
VolumeN/A
Net Assets3.16B
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
JSEPX vs VRTIX Comparison Chart in %
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JSEPX vs. VRTIX commentary
Feb 05, 2026
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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. JSEPX (3.16B). VRTIX pays higher dividends than JSEPX: VRTIX (1.19) vs JSEPX (0.00). JSEPX was incepted earlier than VRTIX: JSEPX (9 years) vs VRTIX (15 years). JSEPX (1.24) is less costly to investors than VRTIX (0.07). JSEPX is a more actively managed with annual turnover of: 52.00 vs. VRTIX (14.00). 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 : 17.71 vs. JSEPX (-20.51). VRTIX return over 5 years is better than : 22.38 vs. JSEPX (-44.79).
| JSEPX | VRTIX | JSEPX / VRTIX | |
| Total Expense Ratio | 1.24 | 0.07 | 1,771% |
| Annual Report Gross Expense Ratio | 1.24 | 0.07 | 1,771% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 4.756 | 6.757 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 14.3B | 22% |
| Annual Yield % from dividends | 0.00 | 1.19 | - |
| Returns for 1 year | -20.51 | 17.71 | -116% |
| Returns for 3 years | -24.22 | 35.16 | -69% |
| Returns for 5 years | -44.79 | 22.38 | -200% |
| Returns for 10 years | N/A | 180.76 | - |
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