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FRHMX vs JSIZX
FRHMX vs JSIZX Comparison Chart in %
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FRHMX 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 FRHMX is a Hold and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.13B vs. FRHMX (17.3M). FRHMX (3.09) and JSIZX (3.00) 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: 33.00 vs. JSIZX (19.00). FRHMX (0) and JSIZX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 9.09 vs. FRHMX (7.19). FRHMX return over 5 years is better than : 11.35 vs. JSIZX (9.46).
| 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 | 7.888 | 8.781 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3M | 2.13B | 1% |
| Annual Yield % from dividends | 3.09 | 3.00 | 103% |
| Returns for 1 year | 7.19 | 9.09 | 79% |
| Returns for 3 years | 20.19 | 24.55 | 82% |
| Returns for 5 years | 11.35 | 9.46 | 120% |
| Returns for 10 years | N/A | 18.21 | - |
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