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JSIZX vs JSRCX
JSIZX vs JSRCX Comparison Chart
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JSIZX vs. JSRCX 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 JSRCX is a Sell.
FUNDAMENTALS
Fundamentals
JSIZX (2.1B) and JSRCX (2.1B) have equal amount of cash in the bank . JSIZX pays higher dividends than JSRCX: JSIZX (3.22) vs JSRCX (2.69). JSIZX was incepted earlier than JSRCX: JSIZX (17 years) vs JSRCX (19 years). JSRCX (1.41) is less costly to investors than JSIZX (1.13). JSIZX (19.00) and JSRCX (19.00) have comparable annual turnover. JSIZX has a lower initial minimum investment than JSRCX: JSIZX (0) vs JSRCX (500). JSIZX (5.96) and JSRCX (5.75) have marching annual gain over last year. JSIZX return over 5 years is better than : 10.87 vs. JSRCX (9.76).
| JSIZX | JSRCX | JSIZX / JSRCX | |
| Total Expense Ratio | 1.09 | 1.32 | 83% |
| Annual Report Gross Expense Ratio | 1.13 | 1.41 | 80% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 2.228 | 2.154 | 103% |
| Front Load | N/A | N/A | - |
| 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 | 2.69 | 120% |
| Returns for 1 year | 5.96 | 5.75 | 104% |
| Returns for 3 years | 15.84 | 15.23 | 104% |
| Returns for 5 years | 10.87 | 9.76 | 111% |
| Returns for 10 years | 6.74 | 4.39 | 154% |
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