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JSEZX vs VRTIX
JSEZX vs VRTIX Comparison
Open Charts JSEZX vs VRTIX
JPMorgan Small Cap Equity R2
Price$37.69
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets3.38B
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
JSEZX vs VRTIX Comparison Chart in %
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JSEZX vs. VRTIX commentary
Oct 19, 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 JSEZX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. JSEZX (3.38B). VRTIX pays higher dividends than JSEZX: VRTIX (1.20) vs JSEZX (0.00). JSEZX was incepted earlier than VRTIX: JSEZX (17 years) vs VRTIX (15 years). JSEZX (1.53) is less costly to investors than VRTIX (0.07). JSEZX is a more actively managed with annual turnover of: 52.00 vs. VRTIX (12.00). JSEZX has a lower initial minimum investment than VRTIX: JSEZX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 7.92 vs. JSEZX (-17.49). VRTIX return over 5 years is better than : 52.70 vs. JSEZX (-24.62).
| JSEZX | VRTIX | JSEZX / VRTIX | |
| Total Expense Ratio | 1.49 | 0.07 | 2,129% |
| Annual Report Gross Expense Ratio | 1.53 | 0.07 | 2,186% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | -4.871 | 10.362 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 13.6B | 25% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -17.49 | 7.92 | -221% |
| Returns for 3 years | -9.97 | 41.48 | -24% |
| Returns for 5 years | -24.62 | 52.70 | -47% |
| Returns for 10 years | -9.19 | 120.39 | -8% |
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