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JSIZX vs JSRAX
JSIZX vs JSRAX Comparison Chart
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JSIZX vs. JSRAX commentary
May 23, 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 JSIZX is a Sell and JSRAX is a Sell.
FUNDAMENTALS
Fundamentals
JSIZX (2.1B) and JSRAX (2.1B) have equal amount of cash in the bank . JSRAX pays higher dividends than JSIZX: JSRAX (3.63) vs JSIZX (3.22). JSIZX was incepted earlier than JSRAX: JSIZX (17 years) vs JSRAX (19 years). JSIZX (1.13) is less costly to investors than JSRAX (0.90). JSIZX (19.00) and JSRAX (19.00) have comparable annual turnover. JSIZX has a lower initial minimum investment than JSRAX: JSIZX (0) vs JSRAX (500). JSRAX annual gain was more profitable for investors over the last year : 6.38 vs. JSIZX (5.96). JSRAX return over 5 years is better than : 13.17 vs. JSIZX (10.87).
| JSIZX | JSRAX | JSIZX / JSRAX | |
| Total Expense Ratio | 1.09 | 0.69 | 158% |
| Annual Report Gross Expense Ratio | 1.13 | 0.90 | 126% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 2.228 | 2.418 | 92% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 2.1B | 100% |
| Annual Yield % from dividends | 3.22 | 3.63 | 89% |
| Returns for 1 year | 5.96 | 6.38 | 93% |
| Returns for 3 years | 15.84 | 17.17 | 92% |
| Returns for 5 years | 10.87 | 13.17 | 83% |
| Returns for 10 years | 6.74 | 10.89 | 62% |
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