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FRHMX vs JSIZX
FRHMX vs JSIZX Comparison Chart in %
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FRHMX 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 FRHMX is a Hold and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. FRHMX (17.9M). FRHMX (3.02) and JSIZX (2.93) have matching dividends . FRHMX was incepted earlier than JSIZX: FRHMX (6 years) vs JSIZX (17 years). JSIZX (1.13) is less costly to investors than FRHMX (0.25). FRHMX is a more actively managed with annual turnover of: 52.00 vs. JSIZX (12.00). FRHMX (0) and JSIZX (0) have matching initial minimum investment requirements. JSIZX (8.70) and FRHMX (8.34) have marching annual gain over last year. FRHMX return over 5 years is better than : 10.04 vs. JSIZX (6.60).
| FRHMX | JSIZX | FRHMX / JSIZX | |
| Total Expense Ratio | 0.25 | 1.09 | 23% |
| Annual Report Gross Expense Ratio | 0.25 | 1.13 | 22% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 8.847 | 9.633 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9M | 2.1B | 1% |
| Annual Yield % from dividends | 3.02 | 2.93 | 103% |
| Returns for 1 year | 8.34 | 8.70 | 96% |
| Returns for 3 years | 23.51 | 27.66 | 85% |
| Returns for 5 years | 10.04 | 6.60 | 152% |
| Returns for 10 years | N/A | 17.79 | - |
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