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JSIZX vs JSRCX
JSIZX vs JSRCX Comparison
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JSIZX vs JSRCX Comparison Chart in %
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JSIZX vs. JSRCX 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 JSRCX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX (1.83B) and JSRCX (1.83B) have equal amount of cash in the bank . JSIZX pays higher dividends than JSRCX: JSIZX (2.71) vs JSRCX (2.46). JSIZX was incepted earlier than JSRCX: JSIZX (18 years) vs JSRCX (20 years). JSRCX (1.37) is less costly to investors than JSIZX (1.11). JSIZX (12.00) and JSRCX (12.00) have comparable annual turnover. JSIZX has a lower initial minimum investment than JSRCX: JSIZX (0) vs JSRCX (500). JSIZX (9.37) and JSRCX (9.14) have marching annual gain over last year. JSIZX return over 5 years is better than : 6.54 vs. JSRCX (5.44).
| JSIZX | JSRCX | JSIZX / JSRCX | |
| Total Expense Ratio | 1.09 | 1.32 | 83% |
| Annual Report Gross Expense Ratio | 1.11 | 1.37 | 81% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 4.049 | 3.910 | 104% |
| Front Load | N/A | N/A | - |
| 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 | 2.46 | 110% |
| Returns for 1 year | 9.37 | 9.14 | 103% |
| Returns for 3 years | 29.10 | 28.19 | 103% |
| Returns for 5 years | 6.54 | 5.44 | 120% |
| Returns for 10 years | 22.80 | 20.17 | 113% |
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