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FSULX vs JSIZX
FSULX vs JSIZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. FSULX (1.41M). FSULX (3.02) and JSIZX (2.93) have matching dividends . FSULX was incepted earlier than JSIZX: FSULX (3 years) vs JSIZX (17 years). JSIZX (1.13) is less costly to investors than FSULX (0.31). FSULX is a more actively managed with annual turnover of: 23.00 vs. JSIZX (12.00). FSULX (0) and JSIZX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 8.70 vs. FSULX (7.91).
| FSULX | JSIZX | FSULX / JSIZX | |
| Total Expense Ratio | 0.31 | 1.09 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.13 | 27% |
| Fund Existence | 3 years | 17 years | - |
| Gain YTD | 8.414 | 9.633 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41M | 2.1B | 0% |
| Annual Yield % from dividends | 3.02 | 2.93 | 103% |
| Returns for 1 year | 7.91 | 8.70 | 91% |
| Returns for 3 years | N/A | 27.66 | - |
| Returns for 5 years | N/A | 6.60 | - |
| Returns for 10 years | N/A | 17.79 | - |
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