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FIRMX vs JSRAX
FIRMX vs JSRAX Comparison Chart in %
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FIRMX vs. JSRAX 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 JSRAX is a Hold.
FUNDAMENTALS
Fundamentals
JSRAX has more cash in the bank: 2.12B vs. FIRMX (17.1M). JSRAX pays higher dividends than FIRMX: JSRAX (3.45) vs FIRMX (2.92). 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 : 9.98 vs. FIRMX (7.51). JSRAX return over 5 years is better than : 9.79 vs. FIRMX (8.77).
| 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 | 6.318 | 6.928 | 91% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 17.1M | 2.12B | 1% |
| Annual Yield % from dividends | 2.92 | 3.45 | 85% |
| Returns for 1 year | 7.51 | 9.98 | 75% |
| Returns for 3 years | 14.05 | 21.25 | 66% |
| Returns for 5 years | 8.77 | 9.79 | 90% |
| Returns for 10 years | 21.44 | 17.36 | 124% |
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