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JSEPX vs VRTIX
JSEPX vs VRTIX Comparison
Open Charts JSEPX vs VRTIX
JSEPX vs VRTIX Comparison Chart in %
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JSEPX vs. VRTIX commentary
Jun 23, 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 JSEPX is a Buy and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. JSEPX (2.9B). VRTIX pays higher dividends than JSEPX: VRTIX (1.07) vs JSEPX (0.00). JSEPX was incepted earlier than VRTIX: JSEPX (10 years) vs VRTIX (16 years). JSEPX (1.24) is less costly to investors than VRTIX (0.05). JSEPX is a more actively managed with annual turnover of: 52.00 vs. VRTIX (14.00). JSEPX has a lower initial minimum investment than VRTIX: JSEPX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 41.81 vs. JSEPX (-9.03). VRTIX return over 5 years is better than : 31.53 vs. JSEPX (-44.32).
| JSEPX | VRTIX | JSEPX / VRTIX | |
| Total Expense Ratio | 1.24 | 0.05 | 2,480% |
| Annual Report Gross Expense Ratio | 1.24 | 0.05 | 2,480% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 11.087 | 20.296 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.9B | 17.5B | 17% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | -9.03 | 41.81 | -22% |
| Returns for 3 years | -10.25 | 65.63 | -16% |
| Returns for 5 years | -44.32 | 31.53 | -141% |
| Returns for 10 years | N/A | 175.69 | - |
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