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FLRDX vs JSIZX
FLRDX vs JSIZX Comparison Chart in %
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FLRDX vs. JSIZX 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 FLRDX is a StrongBuy and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.13B vs. FLRDX (46.5M). FLRDX pays higher dividends than JSIZX: FLRDX (5.26) vs JSIZX (3.00). 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 (19.00). 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 : 8.47 vs. FLRDX (7.76). FLRDX return over 5 years is better than : 22.72 vs. JSIZX (9.40).
| 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 | 6.906 | 8.781 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 2.13B | 2% |
| Annual Yield % from dividends | 5.26 | 3.00 | 175% |
| Returns for 1 year | 7.76 | 8.47 | 92% |
| Returns for 3 years | 30.13 | 26.58 | 113% |
| Returns for 5 years | 22.72 | 9.40 | 242% |
| Returns for 10 years | 44.92 | 18.35 | 245% |
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