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FRTCX vs JSIZX
FRTCX vs JSIZX Comparison Chart in %
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FRTCX vs. JSIZX commentary
Nov 21, 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 Hold and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. FRTCX (44.2M). FRTCX pays higher dividends than JSIZX: FRTCX (4.25) vs JSIZX (2.93). 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 (12.00). 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 : 8.70 vs. FRTCX (6.47). FRTCX return over 5 years is better than : 14.51 vs. JSIZX (6.60).
| 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 | 7.053 | 9.633 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2M | 2.1B | 2% |
| Annual Yield % from dividends | 4.25 | 2.93 | 145% |
| Returns for 1 year | 6.47 | 8.70 | 74% |
| Returns for 3 years | 27.38 | 27.66 | 99% |
| Returns for 5 years | 14.51 | 6.60 | 220% |
| Returns for 10 years | 31.54 | 17.79 | 177% |
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