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FIRMX vs JSRAX
FIRMX vs JSRAX Comparison Chart in %
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FIRMX vs. JSRAX commentary
Sep 09, 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 JSRAX is a Hold.
FUNDAMENTALS
Fundamentals
JSRAX has more cash in the bank: 2.13B vs. FIRMX (17.3M). JSRAX pays higher dividends than FIRMX: JSRAX (3.38) vs FIRMX (2.88). FIRMX was incepted earlier than JSRAX: FIRMX (18 years) vs JSRAX (19 years). JSRAX (0.90) is less costly to investors than FIRMX (0.45). FIRMX is a more actively managed with annual turnover of: 33.00 vs. JSRAX (19.00). FIRMX has a lower initial minimum investment than JSRAX: FIRMX (0) vs JSRAX (500). JSRAX annual gain was more profitable for investors over the last year : 8.95 vs. FIRMX (6.67). JSRAX return over 5 years is better than : 11.61 vs. FIRMX (10.18).
| FIRMX | JSRAX | FIRMX / JSRAX | |
| Total Expense Ratio | 0.45 | 0.69 | 65% |
| Annual Report Gross Expense Ratio | 0.45 | 0.90 | 50% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 7.763 | 9.150 | 85% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 17.3M | 2.13B | 1% |
| Annual Yield % from dividends | 2.88 | 3.38 | 85% |
| Returns for 1 year | 6.67 | 8.95 | 75% |
| Returns for 3 years | 19.06 | 28.12 | 68% |
| Returns for 5 years | 10.18 | 11.61 | 88% |
| Returns for 10 years | 25.47 | 23.08 | 110% |
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