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JSEZX vs VRTIX
JSEZX vs VRTIX Comparison
Open Charts JSEZX vs VRTIX
JPMorgan Small Cap Equity R2
Price$37.75
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets3.36B
Vanguard Russell 2000 Index I
Price$376.57
Change-$1.13 (-0.30%)
VolumeN/A
Net Assets13.89B
JSEZX vs VRTIX Comparison Chart in %
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JSEZX vs. VRTIX commentary
Nov 13, 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: 13.9B vs. JSEZX (3.36B). VRTIX pays higher dividends than JSEZX: VRTIX (1.18) 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 : 2.86 vs. JSEZX (-19.99). VRTIX return over 5 years is better than : 42.91 vs. JSEZX (-29.71).
| 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 | -4.720 | 10.359 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.36B | 13.9B | 24% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -19.99 | 2.86 | -700% |
| Returns for 3 years | -17.81 | 31.84 | -56% |
| Returns for 5 years | -29.71 | 42.91 | -69% |
| Returns for 10 years | -7.19 | 123.36 | -6% |
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