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JIRBX vs JSIZX
JIRBX vs JSIZX Comparison Chart
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JIRBX vs. JSIZX commentary
Apr 30, 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 JIRBX is a Hold and JSIZX is a Sell.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.09B vs. JIRBX (1.55B). JSIZX pays higher dividends than JIRBX: JSIZX (3.22) vs JIRBX (2.82). JIRBX was incepted earlier than JSIZX: JIRBX (13 years) vs JSIZX (17 years). JIRBX (2.44) is less costly to investors than JSIZX (1.13). JIRBX is a more actively managed with annual turnover of: 33.00 vs. JSIZX (19.00). JIRBX (0) and JSIZX (0) have matching initial minimum investment requirements. JIRBX annual gain was more profitable for investors over the last year : 7.65 vs. JSIZX (6.78). JIRBX return over 5 years is better than : 18.60 vs. JSIZX (10.36).
| JIRBX | JSIZX | JIRBX / JSIZX | |
| Total Expense Ratio | 0.92 | 1.09 | 84% |
| Annual Report Gross Expense Ratio | 2.44 | 1.13 | 216% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 1.046 | 0.786 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 2.09B | 74% |
| Annual Yield % from dividends | 2.82 | 3.22 | 88% |
| Returns for 1 year | 7.65 | 6.78 | 113% |
| Returns for 3 years | 14.44 | 12.20 | 118% |
| Returns for 5 years | 18.60 | 10.36 | 180% |
| Returns for 10 years | 31.15 | 5.59 | 558% |
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