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JSEZX vs VRTIX
JSEZX vs VRTIX Comparison
Open Charts JSEZX vs VRTIX
JPMorgan Small Cap Equity R2
Price$36.16
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets3.2B
Vanguard Russell 2000 Index I
Price$361.09
Change+$1.15 (+0.32%)
VolumeN/A
Net Assets13.89B
JSEZX vs VRTIX Comparison Chart in %
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JSEZX vs. VRTIX commentary
Nov 20, 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 (3.21B). 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 : 1.91 vs. JSEZX (-21.63). VRTIX return over 5 years is better than : 33.49 vs. JSEZX (-33.94).
| 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 | -8.733 | 5.485 | -159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 13.9B | 23% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -21.63 | 1.91 | -1,134% |
| Returns for 3 years | -20.01 | 28.18 | -71% |
| Returns for 5 years | -33.94 | 33.49 | -101% |
| Returns for 10 years | -13.54 | 108.25 | -13% |
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