Interact to see
Advertisement
Advertisement
FRIMX vs JSIZX
FRIMX vs JSIZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRIMX vs. JSIZX commentary
Nov 20, 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 FRIMX is a Hold and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. FRIMX (17.9M). JSIZX pays higher dividends than FRIMX: JSIZX (2.93) vs FRIMX (2.78). FRIMX was incepted earlier than JSIZX: FRIMX (18 years) vs JSIZX (17 years). JSIZX (1.13) is less costly to investors than FRIMX (0.45). FRIMX is a more actively managed with annual turnover of: 52.00 vs. JSIZX (12.00). FRIMX (0) and JSIZX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 8.70 vs. FRIMX (8.11). FRIMX return over 5 years is better than : 8.96 vs. JSIZX (6.60).
| FRIMX | JSIZX | FRIMX / JSIZX | |
| Total Expense Ratio | 0.45 | 1.09 | 41% |
| Annual Report Gross Expense Ratio | 0.45 | 1.13 | 40% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 8.642 | 9.633 | 90% |
| 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 | 2.78 | 2.93 | 95% |
| Returns for 1 year | 8.11 | 8.70 | 93% |
| Returns for 3 years | 22.77 | 27.66 | 82% |
| Returns for 5 years | 8.96 | 6.60 | 136% |
| Returns for 10 years | 25.25 | 17.79 | 142% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement