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FRTCX vs JSIZX
FRTCX vs JSIZX Comparison Chart in %
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FRTCX 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 FRTCX is a StrongBuy and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.13B vs. FRTCX (46.5M). FRTCX pays higher dividends than JSIZX: FRTCX (4.31) vs JSIZX (3.00). FRTCX was incepted earlier than JSIZX: FRTCX (19 years) vs JSIZX (17 years). FRTCX (2.20) is less costly to investors than JSIZX (1.13). FRTCX is a more actively managed with annual turnover of: 38.32 vs. JSIZX (19.00). JSIZX has a lower initial minimum investment than FRTCX: JSIZX (0) vs FRTCX (1000). JSIZX annual gain was more profitable for investors over the last year : 9.09 vs. FRTCX (7.18). FRTCX return over 5 years is better than : 17.21 vs. JSIZX (9.46).
| FRTCX | JSIZX | FRTCX / JSIZX | |
| Total Expense Ratio | 1.51 | 1.09 | 139% |
| Annual Report Gross Expense Ratio | 2.20 | 1.13 | 195% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 6.172 | 8.781 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 2.13B | 2% |
| Annual Yield % from dividends | 4.31 | 3.00 | 143% |
| Returns for 1 year | 7.18 | 9.09 | 79% |
| Returns for 3 years | 24.46 | 24.55 | 100% |
| Returns for 5 years | 17.21 | 9.46 | 182% |
| Returns for 10 years | 32.56 | 18.21 | 179% |
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