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FIKFX vs JSIZX
FIKFX vs JSIZX Comparison Chart in %
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FIKFX vs. JSIZX commentary
Aug 07, 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 FIKFX is a Hold and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.12B vs. FIKFX (1.79B). FIKFX (3.13) and JSIZX (3.06) have matching dividends . FIKFX was incepted earlier than JSIZX: FIKFX (16 years) vs JSIZX (17 years). JSIZX (1.13) is less costly to investors than FIKFX (0.12). JSIZX is a more actively managed with annual turnover of: 19.00 vs. FIKFX (18.00). FIKFX (0) and JSIZX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 9.57 vs. FIKFX (7.19). FIKFX return over 5 years is better than : 10.89 vs. JSIZX (7.67).
| FIKFX | JSIZX | FIKFX / JSIZX | |
| Total Expense Ratio | 0.12 | 1.09 | 11% |
| Annual Report Gross Expense Ratio | 0.12 | 1.13 | 11% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 5.683 | 6.684 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 2.12B | 85% |
| Annual Yield % from dividends | 3.13 | 3.06 | 102% |
| Returns for 1 year | 7.19 | 9.57 | 75% |
| Returns for 3 years | 15.79 | 19.90 | 79% |
| Returns for 5 years | 10.89 | 7.67 | 142% |
| Returns for 10 years | 29.05 | 12.97 | 224% |
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