Interact to see
Advertisement
Advertisement
JSIYX vs JSIZX
JSIYX vs JSIZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSIYX vs. JSIZX commentary
Jul 10, 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 (3.79) vs JSIZX (3.07). 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 : 8.48 vs. JSIZX (7.65). JSIYX return over 5 years is better than : 13.72 vs. JSIZX (9.61).
| 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 | 6.116 | 5.701 | 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 | 3.79 | 3.07 | 124% |
| Returns for 1 year | 8.48 | 7.65 | 111% |
| Returns for 3 years | 25.06 | 22.47 | 112% |
| Returns for 5 years | 13.72 | 9.61 | 143% |
| Returns for 10 years | 20.25 | 12.12 | 167% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement