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JSEQX vs VRTIX
JSEQX vs VRTIX Comparison
Open Charts JSEQX vs VRTIX
JPMorgan Small Cap Equity R4
Price$51.03
Change-$0.89 (-1.71%)
VolumeN/A
Net Assets3.3B
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
JSEQX vs VRTIX Comparison Chart in %
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JSEQX vs. VRTIX commentary
Nov 14, 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 JSEQX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. JSEQX (3.3B). VRTIX pays higher dividends than JSEQX: VRTIX (1.18) vs JSEQX (0.30). JSEQX was incepted earlier than VRTIX: JSEQX (9 years) vs VRTIX (15 years). JSEQX (1.08) is less costly to investors than VRTIX (0.07). JSEQX is a more actively managed with annual turnover of: 52.00 vs. VRTIX (12.00). 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 : 2.86 vs. JSEQX (-17.14). VRTIX return over 5 years is better than : 42.91 vs. JSEQX (-18.94).
| JSEQX | VRTIX | JSEQX / VRTIX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.08 | 0.07 | 1,543% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | -4.295 | 10.359 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 13.9B | 24% |
| Annual Yield % from dividends | 0.30 | 1.18 | 26% |
| Returns for 1 year | -17.14 | 2.86 | -600% |
| Returns for 3 years | -10.42 | 31.84 | -33% |
| Returns for 5 years | -18.94 | 42.91 | -44% |
| Returns for 10 years | N/A | 123.36 | - |
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