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ISOLX vs JSRAX
ISOLX vs JSRAX Comparison Chart
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ISOLX vs. JSRAX 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 JSRAX is a Sell.
FUNDAMENTALS
Fundamentals
JSRAX has more cash in the bank: 2.1B vs. ISOLX (104M). JSRAX pays higher dividends than ISOLX: JSRAX (3.63) vs ISOLX (2.33). ISOLX was incepted earlier than JSRAX: ISOLX (12 years) vs JSRAX (19 years). JSRAX (0.90) is less costly to investors than ISOLX (0.41). ISOLX is a more actively managed with annual turnover of: 67.00 vs. JSRAX (19.00). JSRAX has a lower initial minimum investment than ISOLX: JSRAX (500) vs ISOLX (250000). ISOLX (7.13) and JSRAX (6.94) have marching annual gain over last year. JSRAX (13.24) and ISOLX (12.91) have equivalent 5 years return.
| ISOLX | JSRAX | ISOLX / JSRAX | |
| Total Expense Ratio | 0.40 | 0.69 | 58% |
| Annual Report Gross Expense Ratio | 0.41 | 0.90 | 46% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 2.277 | 2.484 | 92% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 500 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 2.1B | 5% |
| Annual Yield % from dividends | 2.33 | 3.63 | 64% |
| Returns for 1 year | 7.13 | 6.94 | 103% |
| Returns for 3 years | 15.46 | 17.40 | 89% |
| Returns for 5 years | 12.91 | 13.24 | 97% |
| Returns for 10 years | 25.87 | 11.34 | 228% |
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