Interact to see
Advertisement
Advertisement
FIKFX vs JSIZX
FIKFX vs JSIZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIKFX vs. JSIZX commentary
Jun 14, 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 (1.72B). JSIZX (3.15) and FIKFX (3.13) 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 annual gain was more profitable for investors over the last year : 7.21 vs. FIKFX (6.51). FIKFX return over 5 years is better than : 12.37 vs. JSIZX (10.54).
| 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 | 3.871 | 4.522 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 2.12B | 81% |
| Annual Yield % from dividends | 3.13 | 3.15 | 100% |
| Returns for 1 year | 6.51 | 7.21 | 90% |
| Returns for 3 years | 18.22 | 23.19 | 79% |
| Returns for 5 years | 12.37 | 10.54 | 117% |
| Returns for 10 years | 26.54 | 10.24 | 259% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers