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FIKFX vs JSIZX
FIKFX vs JSIZX Comparison Chart
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FIKFX vs. JSIZX commentary
May 23, 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 Sell.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. FIKFX (1.71B). JSIZX (3.22) and FIKFX (3.11) 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 (12.00). FIKFX (0) and JSIZX (0) have matching initial minimum investment requirements. JSIZX (5.96) and FIKFX (5.71) have marching annual gain over last year. FIKFX return over 5 years is better than : 11.82 vs. JSIZX (10.87).
| 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 | 2.203 | 2.228 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 2.1B | 81% |
| Annual Yield % from dividends | 3.11 | 3.22 | 97% |
| Returns for 1 year | 5.71 | 5.96 | 96% |
| Returns for 3 years | 12.58 | 15.84 | 79% |
| Returns for 5 years | 11.82 | 10.87 | 109% |
| Returns for 10 years | 23.57 | 6.74 | 350% |
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