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FRKMX vs JSIZX
FRKMX vs JSIZX Comparison Chart
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FRKMX vs. JSIZX commentary
Apr 30, 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 Sell.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.09B vs. FRKMX (17.1M). JSIZX (3.22) and FRKMX (3.07) 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. FRKMX annual gain was more profitable for investors over the last year : 7.29 vs. JSIZX (6.78). FRKMX return over 5 years is better than : 11.48 vs. JSIZX (10.36).
| 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 | 2.595 | 0.786 | 330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1M | 2.09B | 1% |
| Annual Yield % from dividends | 3.07 | 3.22 | 96% |
| Returns for 1 year | 7.29 | 6.78 | 107% |
| Returns for 3 years | 9.54 | 12.20 | 78% |
| Returns for 5 years | 11.48 | 10.36 | 111% |
| Returns for 10 years | N/A | 5.59 | - |
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