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FRKMX vs JSIZX
FRKMX vs JSIZX Comparison
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FRKMX vs JSIZX Comparison Chart in %
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FRKMX vs. JSIZX commentary
Jun 15, 2026
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: 1.83B vs. FRKMX (12.6M). FRKMX pays higher dividends than JSIZX: FRKMX (3.19) vs JSIZX (2.71). FRKMX was incepted earlier than JSIZX: FRKMX (7 years) vs JSIZX (18 years). JSIZX (1.11) is less costly to investors than FRKMX (0.35). FRKMX is a more actively managed with annual turnover of: 52.00 vs. JSIZX (12.00). FRKMX (0) and JSIZX (0) have matching initial minimum investment requirements. JSIZX (9.37) and FRKMX (9.10) have marching annual gain over last year. FRKMX return over 5 years is better than : 11.86 vs. JSIZX (6.54).
| FRKMX | JSIZX | FRKMX / JSIZX | |
| Total Expense Ratio | 0.35 | 1.09 | 32% |
| Annual Report Gross Expense Ratio | 0.35 | 1.11 | 32% |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 3.649 | 4.049 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6M | 1.83B | 1% |
| Annual Yield % from dividends | 3.19 | 2.71 | 118% |
| Returns for 1 year | 9.10 | 9.37 | 97% |
| Returns for 3 years | 24.09 | 29.10 | 83% |
| Returns for 5 years | 11.86 | 6.54 | 181% |
| Returns for 10 years | N/A | 22.80 | - |
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