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ISOLX vs JSIZX
ISOLX vs JSIZX Comparison Chart
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ISOLX vs. JSIZX commentary
May 24, 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 Sell.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. ISOLX (104M). JSIZX pays higher dividends than ISOLX: JSIZX (3.22) vs ISOLX (2.33). ISOLX was incepted earlier than JSIZX: ISOLX (12 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 annual gain was more profitable for investors over the last year : 7.13 vs. JSIZX (6.59). ISOLX return over 5 years is better than : 12.91 vs. JSIZX (11.01).
| ISOLX | JSIZX | ISOLX / JSIZX | |
| Total Expense Ratio | 0.40 | 1.09 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.13 | 36% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 2.277 | 2.359 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 2.1B | 5% |
| Annual Yield % from dividends | 2.33 | 3.22 | 73% |
| Returns for 1 year | 7.13 | 6.59 | 108% |
| Returns for 3 years | 15.46 | 16.15 | 96% |
| Returns for 5 years | 12.91 | 11.01 | 117% |
| Returns for 10 years | 25.87 | 7.23 | 358% |
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