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JSEZX vs VRTIX
JSEZX vs VRTIX Comparison
Open Charts JSEZX vs VRTIX
JPMorgan Small Cap Equity R2
Price$31.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.22B
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
JSEZX vs VRTIX Comparison Chart in %
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JSEZX vs. VRTIX commentary
Dec 27, 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 Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. JSEZX (3.22B). VRTIX pays higher dividends than JSEZX: VRTIX (1.17) 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 : 13.07 vs. JSEZX (-22.80). VRTIX return over 5 years is better than : 29.26 vs. JSEZX (-45.31).
| 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 | -21.479 | 14.503 | -148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 14.3B | 23% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | -22.80 | 13.07 | -175% |
| Returns for 3 years | -17.77 | 46.54 | -38% |
| Returns for 5 years | -45.31 | 29.26 | -155% |
| Returns for 10 years | -19.02 | 130.53 | -15% |
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