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JSIZX vs JSRSX
JSIZX vs JSRSX Comparison Chart
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JSIZX vs. JSRSX 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 JSRSX is a Sell.
FUNDAMENTALS
Fundamentals
JSIZX (2.1B) and JSRSX (2.1B) have equal amount of cash in the bank . JSRSX pays higher dividends than JSIZX: JSRSX (3.72) vs JSIZX (3.22). JSIZX was incepted earlier than JSRSX: JSIZX (17 years) vs JSRSX (19 years). JSIZX (1.13) is less costly to investors than JSRSX (0.63). JSIZX (19.00) and JSRSX (19.00) have comparable annual turnover. JSIZX has a lower initial minimum investment than JSRSX: JSIZX (0) vs JSRSX (1000000). JSRSX annual gain was more profitable for investors over the last year : 6.54 vs. JSIZX (5.96). JSRSX return over 5 years is better than : 13.81 vs. JSIZX (10.87).
| JSIZX | JSRSX | JSIZX / JSRSX | |
| Total Expense Ratio | 1.09 | 0.57 | 191% |
| Annual Report Gross Expense Ratio | 1.13 | 0.63 | 179% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 2.228 | 2.410 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 2.1B | 100% |
| Annual Yield % from dividends | 3.22 | 3.72 | 86% |
| Returns for 1 year | 5.96 | 6.54 | 91% |
| Returns for 3 years | 15.84 | 17.59 | 90% |
| Returns for 5 years | 10.87 | 13.81 | 79% |
| Returns for 10 years | 6.74 | 12.15 | 55% |
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