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JSIZX vs JSRAX
JSIZX vs JSRAX Comparison Chart in %
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JSIZX vs. JSRAX commentary
Nov 20, 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 Hold and JSRAX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX (2.1B) and JSRAX (2.1B) have equal amount of cash in the bank . JSRAX pays higher dividends than JSIZX: JSRAX (3.30) vs JSIZX (2.93). JSIZX was incepted earlier than JSRAX: JSIZX (17 years) vs JSRAX (20 years). JSIZX (1.13) is less costly to investors than JSRAX (0.90). JSIZX (12.00) and JSRAX (12.00) 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 : 9.17 vs. JSIZX (8.70). JSRAX return over 5 years is better than : 8.76 vs. JSIZX (6.60).
| 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 | 20 years | - |
| Gain YTD | 9.633 | 10.065 | 96% |
| 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 | 2.93 | 3.30 | 89% |
| Returns for 1 year | 8.70 | 9.17 | 95% |
| Returns for 3 years | 27.66 | 29.10 | 95% |
| Returns for 5 years | 6.60 | 8.76 | 75% |
| Returns for 10 years | 17.79 | 22.49 | 79% |
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