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JSEPX vs VRTIX
JSEPX vs VRTIX Comparison
Open Charts JSEPX vs VRTIX
JPMorgan Small Cap Equity R3
Price$32.45
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets3.21B
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
JSEPX vs VRTIX Comparison Chart in %
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JSEPX vs. VRTIX commentary
Dec 27, 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 Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. JSEPX (3.21B). VRTIX pays higher dividends than JSEPX: VRTIX (1.17) vs JSEPX (0.15). 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 : 11.46 vs. JSEPX (-21.96). VRTIX return over 5 years is better than : 28.56 vs. JSEPX (-43.46).
| 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 | -20.621 | 13.890 | -148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 14.3B | 22% |
| Annual Yield % from dividends | 0.15 | 1.17 | 13% |
| Returns for 1 year | -21.96 | 11.46 | -192% |
| Returns for 3 years | -16.08 | 46.71 | -34% |
| Returns for 5 years | -43.46 | 28.56 | -152% |
| Returns for 10 years | N/A | 128.00 | - |
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