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JSEQX vs VRTIX
JSEQX vs VRTIX Comparison
Open Charts JSEQX vs VRTIX
JPMorgan Small Cap Equity R4
Price$52.60
Change+$0.16 (+0.31%)
VolumeN/A
Net Assets3.48B
Vanguard Russell 2000 Index I
Price$377.45
Change+$2.49 (+0.66%)
VolumeN/A
Net Assets12.87B
JSEQX vs VRTIX Comparison Chart in %
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JSEQX vs. VRTIX commentary
Oct 03, 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 JSEQX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. JSEQX (3.48B). VRTIX pays higher dividends than JSEQX: VRTIX (1.20) vs JSEQX (0.30). JSEQX was incepted earlier than VRTIX: JSEQX (9 years) vs VRTIX (15 years). JSEQX (1.08) is less costly to investors than VRTIX (0.07). JSEQX is a more actively managed with annual turnover of: 19.00 vs. VRTIX (12.00). JSEQX has a lower initial minimum investment than VRTIX: JSEQX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 11.69 vs. JSEQX (-11.02). VRTIX return over 5 years is better than : 61.44 vs. JSEQX (-7.04).
| JSEQX | VRTIX | JSEQX / VRTIX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.08 | 0.07 | 1,543% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | -3.336 | 9.887 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 12.9B | 27% |
| Annual Yield % from dividends | 0.30 | 1.20 | 25% |
| Returns for 1 year | -11.02 | 11.69 | -94% |
| Returns for 3 years | 1.69 | 44.81 | 4% |
| Returns for 5 years | -7.04 | 61.44 | -11% |
| Returns for 10 years | N/A | 123.67 | - |
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