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ISOLX vs JSIZX
ISOLX vs JSIZX Comparison Chart in %
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ISOLX vs. JSIZX commentary
Aug 13, 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 ISOLX is a StrongBuy and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.12B vs. ISOLX (108M). JSIZX pays higher dividends than ISOLX: JSIZX (3.06) vs ISOLX (2.23). ISOLX was incepted earlier than JSIZX: ISOLX (13 years) vs JSIZX (17 years). JSIZX (1.13) is less costly to investors than ISOLX (0.41). ISOLX is a more actively managed with annual turnover of: 67.00 vs. JSIZX (19.00). JSIZX has a lower initial minimum investment than ISOLX: JSIZX (0) vs ISOLX (250000). ISOLX (9.07) and JSIZX (8.84) have marching annual gain over last year. ISOLX return over 5 years is better than : 10.99 vs. JSIZX (7.81).
| ISOLX | JSIZX | ISOLX / JSIZX | |
| Total Expense Ratio | 0.40 | 1.09 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.13 | 36% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 7.155 | 6.946 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 2.12B | 5% |
| Annual Yield % from dividends | 2.23 | 3.06 | 73% |
| Returns for 1 year | 9.07 | 8.84 | 103% |
| Returns for 3 years | 18.84 | 18.73 | 101% |
| Returns for 5 years | 10.99 | 7.81 | 141% |
| Returns for 10 years | 32.89 | 13.38 | 246% |
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