Interact to see
Advertisement
Advertisement
FLMTX vs JSIZX
FLMTX vs JSIZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FLMTX vs. JSIZX commentary
Nov 20, 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 FLMTX is a Hold and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. FLMTX (44.2M). FLMTX pays higher dividends than JSIZX: FLMTX (5.22) vs JSIZX (2.93). FLMTX was incepted earlier than JSIZX: FLMTX (13 years) vs JSIZX (17 years). FLMTX (1.28) is less costly to investors than JSIZX (1.13). FLMTX is a more actively managed with annual turnover of: 38.32 vs. JSIZX (12.00). JSIZX has a lower initial minimum investment than FLMTX: JSIZX (0) vs FLMTX (1000000). JSIZX annual gain was more profitable for investors over the last year : 8.70 vs. FLMTX (7.50). FLMTX return over 5 years is better than : 20.45 vs. JSIZX (6.60).
| FLMTX | JSIZX | FLMTX / JSIZX | |
| Total Expense Ratio | 0.46 | 1.09 | 42% |
| Annual Report Gross Expense Ratio | 1.28 | 1.13 | 113% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 7.995 | 9.633 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2M | 2.1B | 2% |
| Annual Yield % from dividends | 5.22 | 2.93 | 178% |
| Returns for 1 year | 7.50 | 8.70 | 86% |
| Returns for 3 years | 31.40 | 27.66 | 114% |
| Returns for 5 years | 20.45 | 6.60 | 310% |
| Returns for 10 years | 44.66 | 17.79 | 251% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement