Ad is loading...
FIKFX vs JSIZX
FIKFX vs JSIZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIKFX vs. JSIZX commentary
Apr 30, 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: 2.09B vs. FIKFX (1.7B). JSIZX (3.22) and FIKFX (3.12) 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. FIKFX annual gain was more profitable for investors over the last year : 7.43 vs. JSIZX (6.78). FIKFX return over 5 years is better than : 11.99 vs. JSIZX (10.36).
| 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 | 2.246 | 0.786 | 286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 2.09B | 81% |
| Annual Yield % from dividends | 3.12 | 3.22 | 97% |
| Returns for 1 year | 7.43 | 6.78 | 110% |
| Returns for 3 years | 11.59 | 12.20 | 95% |
| Returns for 5 years | 11.99 | 10.36 | 116% |
| Returns for 10 years | 23.73 | 5.59 | 425% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IGPT | 40.81 | 0.23 | +0.57% |
| Invesco AI and Next Gen Software ETF | |||
| EURL | 28.52 | 0.14 | +0.49% |
| Direxion Daily FTSE Europe Bull 3X ETF | |||
| MSTB | 33.95 | 0.12 | +0.34% |
| LHA Market State Tactical Beta ETF | |||
| SHPP | 24.62 | N/A | N/A |
| Pacer Industrials and Logistics ETF | |||
| FENY | 22.67 | -0.08 | -0.35% |
| Fidelity MSCI Energy ETF | |||