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JSIZX vs MLLBX
JSIZX vs MLLBX Comparison Chart
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JSIZX vs. MLLBX commentary
May 25, 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 MLLBX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.1B vs. MLLBX (544M). JSIZX pays higher dividends than MLLBX: JSIZX (3.22) vs MLLBX (2.79). JSIZX was incepted earlier than MLLBX: JSIZX (17 years) vs MLLBX (20 years). MLLBX (1.63) is less costly to investors than JSIZX (1.13). JSIZX is a more actively managed with annual turnover of: 19.00 vs. MLLBX (9.00). JSIZX has a lower initial minimum investment than MLLBX: JSIZX (0) vs MLLBX (1000). JSIZX annual gain was more profitable for investors over the last year : 6.45 vs. MLLBX (2.46). JSIZX return over 5 years is better than : 10.87 vs. MLLBX (9.80).
| JSIZX | MLLBX | JSIZX / MLLBX | |
| Total Expense Ratio | 1.09 | 1.45 | 75% |
| Annual Report Gross Expense Ratio | 1.13 | 1.63 | 69% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 2.228 | 1.740 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 544M | 386% |
| Annual Yield % from dividends | 3.22 | 2.79 | 115% |
| Returns for 1 year | 6.45 | 2.46 | 263% |
| Returns for 3 years | 16.00 | 6.37 | 251% |
| Returns for 5 years | 10.87 | 9.80 | 111% |
| Returns for 10 years | 7.10 | 18.64 | 38% |
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