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JSIZX vs JSRAX
JSIZX vs JSRAX Comparison
Open Charts JSIZX vs JSRAX
JSIZX vs JSRAX Comparison Chart in %
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JSIZX vs. JSRAX commentary
Jun 15, 2026
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 (1.83B) and JSRAX (1.83B) have equal amount of cash in the bank . JSRAX pays higher dividends than JSIZX: JSRAX (2.97) vs JSIZX (2.71). JSIZX was incepted earlier than JSRAX: JSIZX (18 years) vs JSRAX (20 years). JSIZX (1.11) is less costly to investors than JSRAX (0.88). 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 (9.84) and JSIZX (9.37) have marching annual gain over last year. JSRAX return over 5 years is better than : 8.71 vs. JSIZX (6.54).
| JSIZX | JSRAX | JSIZX / JSRAX | |
| Total Expense Ratio | 1.09 | 0.69 | 158% |
| Annual Report Gross Expense Ratio | 1.11 | 0.88 | 126% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 4.049 | 4.215 | 96% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 1.83B | 100% |
| Annual Yield % from dividends | 2.71 | 2.97 | 91% |
| Returns for 1 year | 9.37 | 9.84 | 95% |
| Returns for 3 years | 29.10 | 30.63 | 95% |
| Returns for 5 years | 6.54 | 8.71 | 75% |
| Returns for 10 years | 22.80 | 27.77 | 82% |
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