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FIRMX vs JSIZX
FIRMX vs JSIZX Comparison
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FIRMX vs JSIZX Comparison Chart in %
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FIRMX vs. JSIZX commentary
Jun 15, 2026
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: 1.83B vs. FIRMX (12.6M). FIRMX pays higher dividends than JSIZX: FIRMX (3.08) vs JSIZX (2.71). FIRMX was incepted earlier than JSIZX: FIRMX (19 years) vs JSIZX (18 years). JSIZX (1.11) is less costly to investors than FIRMX (0.45). FIRMX is a more actively managed with annual turnover of: 52.00 vs. JSIZX (12.00). FIRMX (0) and JSIZX (0) have matching initial minimum investment requirements. JSIZX (9.37) and FIRMX (8.97) have marching annual gain over last year. FIRMX return over 5 years is better than : 11.30 vs. JSIZX (6.54).
| FIRMX | JSIZX | FIRMX / JSIZX | |
| Total Expense Ratio | 0.45 | 1.09 | 41% |
| Annual Report Gross Expense Ratio | 0.45 | 1.11 | 41% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 3.599 | 4.049 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 12.6M | 1.83B | 1% |
| Annual Yield % from dividends | 3.08 | 2.71 | 114% |
| Returns for 1 year | 8.97 | 9.37 | 96% |
| Returns for 3 years | 23.73 | 29.10 | 82% |
| Returns for 5 years | 11.30 | 6.54 | 173% |
| Returns for 10 years | 29.66 | 22.80 | 130% |
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