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FIRMX vs JSIZX
FIRMX vs JSIZX Comparison Chart in %
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FIRMX 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 FIRMX is a Hold and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.12B vs. FIRMX (17.1M). JSIZX (3.06) and FIRMX (2.92) have matching dividends . FIRMX was incepted earlier than JSIZX: FIRMX (18 years) vs JSIZX (17 years). JSIZX (1.13) is less costly to investors than FIRMX (0.45). FIRMX is a more actively managed with annual turnover of: 33.00 vs. JSIZX (19.00). FIRMX (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. FIRMX (7.51). FIRMX return over 5 years is better than : 8.77 vs. JSIZX (7.67).
| FIRMX | JSIZX | FIRMX / JSIZX | |
| Total Expense Ratio | 0.45 | 1.09 | 41% |
| Annual Report Gross Expense Ratio | 0.45 | 1.13 | 40% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 6.318 | 6.684 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 17.1M | 2.12B | 1% |
| Annual Yield % from dividends | 2.92 | 3.06 | 96% |
| Returns for 1 year | 7.51 | 9.57 | 79% |
| Returns for 3 years | 14.05 | 19.90 | 71% |
| Returns for 5 years | 8.77 | 7.67 | 114% |
| Returns for 10 years | 21.44 | 12.97 | 165% |
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