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JITLX vs JSIZX
JITLX vs JSIZX Comparison Chart
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JITLX vs. JSIZX commentary
May 25, 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 JITLX is a Hold and JSIZX is a Sell.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. JITLX (1.56B). JSIZX pays higher dividends than JITLX: JSIZX (3.22) vs JITLX (2.89). JITLX was incepted earlier than JSIZX: JITLX (8 years) vs JSIZX (17 years). JSIZX (1.13) is less costly to investors than JITLX (1.01). JITLX is a more actively managed with annual turnover of: 33.00 vs. JSIZX (19.00). JITLX (0) and JSIZX (0) have matching initial minimum investment requirements. JITLX annual gain was more profitable for investors over the last year : 7.54 vs. JSIZX (6.45). JITLX return over 5 years is better than : 20.26 vs. JSIZX (10.87).
| JITLX | JSIZX | JITLX / JSIZX | |
| Total Expense Ratio | 0.67 | 1.09 | 61% |
| Annual Report Gross Expense Ratio | 1.01 | 1.13 | 89% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 2.520 | 2.228 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 2.1B | 74% |
| Annual Yield % from dividends | 2.89 | 3.22 | 90% |
| Returns for 1 year | 7.54 | 6.45 | 117% |
| Returns for 3 years | 18.73 | 16.00 | 117% |
| Returns for 5 years | 20.26 | 10.87 | 186% |
| Returns for 10 years | N/A | 7.10 | - |
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