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FLRDX vs JSIZX
FLRDX vs JSIZX Comparison Chart in %
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FLRDX vs. JSIZX commentary
Nov 21, 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 FLRDX is a Hold and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. FLRDX (44.2M). FLRDX pays higher dividends than JSIZX: FLRDX (5.18) vs JSIZX (2.93). FLRDX was incepted earlier than JSIZX: FLRDX (19 years) vs JSIZX (17 years). FLRDX (1.20) is less costly to investors than JSIZX (1.13). FLRDX is a more actively managed with annual turnover of: 38.32 vs. JSIZX (12.00). JSIZX has a lower initial minimum investment than FLRDX: JSIZX (0) vs FLRDX (100000). JSIZX annual gain was more profitable for investors over the last year : 8.70 vs. FLRDX (7.55). FLRDX return over 5 years is better than : 20.17 vs. JSIZX (6.60).
| FLRDX | JSIZX | FLRDX / JSIZX | |
| Total Expense Ratio | 0.51 | 1.09 | 47% |
| Annual Report Gross Expense Ratio | 1.20 | 1.13 | 106% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 8.058 | 9.633 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2M | 2.1B | 2% |
| Annual Yield % from dividends | 5.18 | 2.93 | 177% |
| Returns for 1 year | 7.55 | 8.70 | 87% |
| Returns for 3 years | 31.23 | 27.66 | 113% |
| Returns for 5 years | 20.17 | 6.60 | 306% |
| Returns for 10 years | 44.02 | 17.79 | 247% |
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