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JSIYX vs JSIZX
JSIYX vs JSIZX Comparison Chart in %
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JSIYX vs. JSIZX commentary
Aug 07, 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 JSIYX is a Hold and JSIZX is a Hold.
FUNDAMENTALS
Fundamentals
JSIYX (2.12B) and JSIZX (2.12B) have equal amount of cash in the bank . JSIYX pays higher dividends than JSIZX: JSIYX (3.78) vs JSIZX (3.06). JSIYX was incepted earlier than JSIZX: JSIYX (11 years) vs JSIZX (17 years). JSIZX (1.13) is less costly to investors than JSIYX (0.38). JSIYX (19.00) and JSIZX (19.00) have comparable annual turnover. JSIZX has a lower initial minimum investment than JSIYX: JSIZX (0) vs JSIYX (15000000). JSIYX annual gain was more profitable for investors over the last year : 10.53 vs. JSIZX (9.70). JSIYX return over 5 years is better than : 11.78 vs. JSIZX (7.74).
| JSIYX | JSIZX | JSIYX / JSIZX | |
| Total Expense Ratio | 0.34 | 1.09 | 31% |
| Annual Report Gross Expense Ratio | 0.38 | 1.13 | 34% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 7.287 | 6.815 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 2.12B | 100% |
| Annual Yield % from dividends | 3.78 | 3.06 | 124% |
| Returns for 1 year | 10.53 | 9.70 | 108% |
| Returns for 3 years | 22.60 | 20.05 | 113% |
| Returns for 5 years | 11.78 | 7.74 | 152% |
| Returns for 10 years | 21.30 | 13.11 | 162% |