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JSCZX vs VRTIX
JSCZX vs VRTIX Comparison
Open Charts JSCZX vs VRTIX
JPMorgan US Small Company R2
Price$17.48
Change-$0.20 (-1.13%)
VolumeN/A
Net Assets970.92M
Vanguard Russell 2000 Index I
Price$369.94
Change-$3.66 (-0.98%)
VolumeN/A
Net Assets12.87B
JSCZX vs VRTIX Comparison Chart in %
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JSCZX vs. VRTIX commentary
Sep 26, 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 JSCZX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. JSCZX (971M). VRTIX pays higher dividends than JSCZX: VRTIX (1.17) vs JSCZX (0.00). JSCZX was incepted earlier than VRTIX: JSCZX (14 years) vs VRTIX (15 years). JSCZX (1.49) is less costly to investors than VRTIX (0.07). JSCZX is a more actively managed with annual turnover of: 61.00 vs. VRTIX (12.00). JSCZX has a lower initial minimum investment than VRTIX: JSCZX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 10.96 vs. JSCZX (-0.17). VRTIX return over 5 years is better than : 67.97 vs. JSCZX (18.03).
| JSCZX | VRTIX | JSCZX / VRTIX | |
| Total Expense Ratio | 1.49 | 0.07 | 2,129% |
| Annual Report Gross Expense Ratio | 1.49 | 0.07 | 2,129% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 7.216 | 9.488 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 12.9B | 8% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | -0.17 | 10.96 | -2% |
| Returns for 3 years | 30.00 | 48.49 | 62% |
| Returns for 5 years | 18.03 | 67.97 | 27% |
| Returns for 10 years | 21.25 | 133.36 | 16% |
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