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FIKFX vs JSIZX
FIKFX vs JSIZX Comparison Chart in %
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FIKFX 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 FIKFX is a Hold and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. FIKFX (1.85B). FIKFX (3.04) and JSIZX (2.93) 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). FIKFX is a more actively managed with annual turnover of: 18.00 vs. JSIZX (12.00). FIKFX (0) and JSIZX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 8.70 vs. FIKFX (7.68). FIKFX return over 5 years is better than : 11.84 vs. JSIZX (6.60).
| 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 | 8.038 | 9.633 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 2.1B | 88% |
| Annual Yield % from dividends | 3.04 | 2.93 | 104% |
| Returns for 1 year | 7.68 | 8.70 | 88% |
| Returns for 3 years | 22.98 | 27.66 | 83% |
| Returns for 5 years | 11.84 | 6.60 | 179% |
| Returns for 10 years | 32.54 | 17.79 | 183% |
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