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JSEQX vs VRTIX
JSEQX vs VRTIX Comparison
Open Charts JSEQX vs VRTIX
JPMorgan Small Cap Equity R4
Price$45.71
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets3.21B
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
JSEQX vs VRTIX Comparison Chart in %
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JSEQX vs. VRTIX commentary
Dec 28, 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 Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. JSEQX (3.21B). VRTIX pays higher dividends than JSEQX: VRTIX (1.17) vs JSEQX (0.30). 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 : 11.46 vs. JSEQX (-17.16). VRTIX return over 5 years is better than : 28.56 vs. JSEQX (-32.99).
| 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 | -15.742 | 13.890 | -113% |
| 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 | 0.30 | 1.17 | 26% |
| Returns for 1 year | -17.16 | 11.46 | -150% |
| Returns for 3 years | -7.22 | 46.71 | -15% |
| Returns for 5 years | -32.99 | 28.56 | -115% |
| Returns for 10 years | N/A | 128.00 | - |
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