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JSIZX vs JSRSX
JSIZX vs JSRSX Comparison
Open Charts JSIZX vs JSRSX
JSIZX vs JSRSX Comparison Chart in %
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JSIZX vs. JSRSX 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 JSRSX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX (1.83B) and JSRSX (1.83B) have equal amount of cash in the bank . JSRSX pays higher dividends than JSIZX: JSRSX (3.08) vs JSIZX (2.71). JSIZX was incepted earlier than JSRSX: JSIZX (18 years) vs JSRSX (20 years). JSIZX (1.11) is less costly to investors than JSRSX (0.61). 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 : 9.94 vs. JSIZX (9.37). JSRSX return over 5 years is better than : 9.34 vs. JSIZX (6.54).
| JSIZX | JSRSX | JSIZX / JSRSX | |
| Total Expense Ratio | 1.09 | 0.57 | 191% |
| Annual Report Gross Expense Ratio | 1.11 | 0.61 | 182% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 4.049 | 4.263 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 1.83B | 100% |
| Annual Yield % from dividends | 2.71 | 3.08 | 88% |
| Returns for 1 year | 9.37 | 9.94 | 94% |
| Returns for 3 years | 29.10 | 31.15 | 93% |
| Returns for 5 years | 6.54 | 9.34 | 70% |
| Returns for 10 years | 22.80 | 29.30 | 78% |
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