Interact to see
Advertisement
Advertisement
FLRDX vs JSIZX
FLRDX vs JSIZX Comparison
Open Charts FLRDX vs JSIZX
FLRDX vs JSIZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FLRDX vs. JSIZX commentary
Jun 23, 2026
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: 1.84B vs. FLRDX (44.8M). FLRDX pays higher dividends than JSIZX: FLRDX (5.07) vs JSIZX (2.71). FLRDX was incepted earlier than JSIZX: FLRDX (20 years) vs JSIZX (18 years). FLRDX (1.11) and JSIZX (1.11) have similar cost to investors . 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). FLRDX annual gain was more profitable for investors over the last year : 12.50 vs. JSIZX (10.77). FLRDX return over 5 years is better than : 22.06 vs. JSIZX (8.56).
| FLRDX | JSIZX | FLRDX / JSIZX | |
| Total Expense Ratio | 0.42 | 1.09 | 39% |
| Annual Report Gross Expense Ratio | 1.11 | 1.11 | 100% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 4.632 | 4.785 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8M | 1.84B | 2% |
| Annual Yield % from dividends | 5.07 | 2.71 | 187% |
| Returns for 1 year | 12.50 | 10.77 | 116% |
| Returns for 3 years | 18.16 | 21.75 | 83% |
| Returns for 5 years | 22.06 | 8.56 | 258% |
| Returns for 10 years | 58.29 | 22.95 | 254% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement