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JSIZX vs JSRSX
JSIZX vs JSRSX Comparison Chart in %
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JSIZX vs. JSRSX 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 JSRSX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX (2.1B) and JSRSX (2.1B) have equal amount of cash in the bank . JSRSX pays higher dividends than JSIZX: JSRSX (3.38) vs JSIZX (2.93). JSIZX was incepted earlier than JSRSX: JSIZX (17 years) vs JSRSX (20 years). JSIZX (1.13) is less costly to investors than JSRSX (0.63). JSIZX (12.00) and JSRSX (12.00) 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 : 9.25 vs. JSIZX (8.70). JSRSX return over 5 years is better than : 9.39 vs. JSIZX (6.60).
| 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 | 20 years | - |
| Gain YTD | 9.633 | 10.098 | 95% |
| 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 | 2.93 | 3.38 | 87% |
| Returns for 1 year | 8.70 | 9.25 | 94% |
| Returns for 3 years | 27.66 | 29.52 | 94% |
| Returns for 5 years | 6.60 | 9.39 | 70% |
| Returns for 10 years | 17.79 | 23.88 | 75% |
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