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JSEQX vs VRTIX
JSEQX vs VRTIX Comparison
Open Charts JSEQX vs VRTIX
JPMorgan Small Cap Equity R4
Price$46.87
Change-$5.26 (-10.09%)
VolumeN/A
Net Assets3.16B
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
JSEQX vs VRTIX Comparison Chart in %
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JSEQX 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 JSEQX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. JSEQX (3.16B). VRTIX pays higher dividends than JSEQX: VRTIX (1.19) vs JSEQX (0.29). JSEQX was incepted earlier than VRTIX: JSEQX (9 years) vs VRTIX (15 years). JSEQX (0.99) is less costly to investors than VRTIX (0.07). JSEQX is a more actively managed with annual turnover of: 52.00 vs. VRTIX (14.00). JSEQX has a lower initial minimum investment than VRTIX: JSEQX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 17.71 vs. JSEQX (-15.33). VRTIX return over 5 years is better than : 22.38 vs. JSEQX (-34.33).
| JSEQX | VRTIX | JSEQX / VRTIX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 0.99 | 0.07 | 1,414% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 4.808 | 6.757 | 71% |
| 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 | 0.29 | 1.19 | 24% |
| Returns for 1 year | -15.33 | 17.71 | -87% |
| Returns for 3 years | -15.92 | 35.16 | -45% |
| Returns for 5 years | -34.33 | 22.38 | -153% |
| Returns for 10 years | N/A | 180.76 | - |
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