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FRKMX vs JSIZX
FRKMX vs JSIZX Comparison Chart
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FRKMX vs. JSIZX commentary
Jun 16, 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 FRKMX is a Hold and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.11B vs. FRKMX (17M). JSIZX (3.15) and FRKMX (3.05) have matching dividends . FRKMX was incepted earlier than JSIZX: FRKMX (6 years) vs JSIZX (17 years). JSIZX (1.13) is less costly to investors than FRKMX (0.35). FRKMX is a more actively managed with annual turnover of: 33.00 vs. JSIZX (19.00). FRKMX (0) and JSIZX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 6.54 vs. FRKMX (6.13). FRKMX return over 5 years is better than : 10.66 vs. JSIZX (9.84).
| FRKMX | JSIZX | FRKMX / JSIZX | |
| Total Expense Ratio | 0.35 | 1.09 | 32% |
| Annual Report Gross Expense Ratio | 0.35 | 1.13 | 31% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 4.061 | 3.866 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17M | 2.11B | 1% |
| Annual Yield % from dividends | 3.05 | 3.15 | 97% |
| Returns for 1 year | 6.13 | 6.54 | 94% |
| Returns for 3 years | 15.54 | 22.42 | 69% |
| Returns for 5 years | 10.66 | 9.84 | 108% |
| Returns for 10 years | N/A | 9.55 | - |
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