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JSEZX vs VRTIX
JSEZX vs VRTIX Comparison
Open Charts JSEZX vs VRTIX
JPMorgan Small Cap Equity R2
Price$31.88
Change-$6.04 (-15.93%)
VolumeN/A
Net Assets3.16B
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
JSEZX vs VRTIX Comparison Chart in %
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JSEZX vs. VRTIX commentary
Feb 04, 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 JSEZX is a Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. JSEZX (3.16B). VRTIX pays higher dividends than JSEZX: VRTIX (1.19) vs JSEZX (0.00). JSEZX was incepted earlier than VRTIX: JSEZX (17 years) vs VRTIX (15 years). JSEZX (1.54) is less costly to investors than VRTIX (0.07). JSEZX is a more actively managed with annual turnover of: 52.00 vs. VRTIX (14.00). 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 : 17.71 vs. JSEZX (-21.36). VRTIX return over 5 years is better than : 22.38 vs. JSEZX (-46.59).
| JSEZX | VRTIX | JSEZX / VRTIX | |
| Total Expense Ratio | 1.49 | 0.07 | 2,129% |
| Annual Report Gross Expense Ratio | 1.54 | 0.07 | 2,200% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 4.731 | 6.757 | 70% |
| 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 | 0.00 | 1.19 | - |
| Returns for 1 year | -21.36 | 17.71 | -121% |
| Returns for 3 years | -25.75 | 35.16 | -73% |
| Returns for 5 years | -46.59 | 22.38 | -208% |
| Returns for 10 years | -7.82 | 180.76 | -4% |
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