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FBRLX vs JSIZX
FBRLX vs JSIZX Comparison Chart in %
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FBRLX vs. JSIZX 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 FBRLX is a Hold and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. FBRLX (44.2M). FBRLX pays higher dividends than JSIZX: FBRLX (4.71) vs JSIZX (2.93). FBRLX was incepted earlier than JSIZX: FBRLX (19 years) vs JSIZX (17 years). FBRLX (1.71) is less costly to investors than JSIZX (1.13). FBRLX is a more actively managed with annual turnover of: 38.32 vs. JSIZX (12.00). JSIZX has a lower initial minimum investment than FBRLX: JSIZX (0) vs FBRLX (1000). JSIZX annual gain was more profitable for investors over the last year : 8.70 vs. FBRLX (6.96). FBRLX return over 5 years is better than : 17.33 vs. JSIZX (6.60).
| FBRLX | JSIZX | FBRLX / JSIZX | |
| Total Expense Ratio | 1.01 | 1.09 | 93% |
| Annual Report Gross Expense Ratio | 1.71 | 1.13 | 151% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 7.554 | 9.633 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2M | 2.1B | 2% |
| Annual Yield % from dividends | 4.71 | 2.93 | 161% |
| Returns for 1 year | 6.96 | 8.70 | 80% |
| Returns for 3 years | 29.23 | 27.66 | 106% |
| Returns for 5 years | 17.33 | 6.60 | 263% |
| Returns for 10 years | 37.74 | 17.79 | 212% |
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